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Customize the print collation for returns filed electronically
When electronically filing a return, you can customize the tax return print collation just as you can for traditional returns. Note that you are customizing the print collation of paper copies of the return; the entire return "prints" in the electronic version that you file.
note
The print conditions that appear in the list are either the defaults or those that you set. You can determine which items you want included in the paper copy of the electronic file but if you change the print conditions, you will also change the print conditions for the traditional returns.
- From theSetupmenu, select the application (for example, 1040 Individual) for which you want to edit the print collation.noteDepending on your security configuration, you might be required to enter themaster passwordand selectOKbefore you can proceed.
- Select the desired federal or state tab.
- SelectTax Return.
- In theGovernmenttab, for each item in the list that you want to customize, select or clear thePrint on papercheckbox to have UltraTax CS include the item in the print collation for the paper copy of the electronically filed return.note
- If this checkbox is marked for an item, the item will print for the government collation as long as the print condition is notNever.
- If this checkbox is not marked for an item, the item wonβt print regardless of the print conditions.
- In theGovernmenttab, for each item in the list that you want to customize, select the item and either select or clear theInclude in Email/Web attachmentcheckbox to include the item in an attachment when the client copy of the return is delivered via email, PDF file, or NetClient CS web portal.note
- The item will be included in a separate PDF attachment of actionable items. Because a response may be required, the client will be instructed to immediately open the PDF and review the file.
- This attachment is created only when the return is filed electronically and when the government copy is not printed on paper.
- After you customize the desired items, selectOK.
- SelectOKagain to close theProduct Informationwindow.note
- To return to the application default for print conditions and print order, selectRestore Default.
- If you print tax returns for 1 client at a time, you can override the print collation on a client-by-client basis. To do so, selectFile,Print ReturnsthenOptions.