Documents missing from actionable items PDF

Scenario

When you create an actionable items PDF in UltraTax CS, you might find that documents are missing.

Cause

This usually happens because the document wasn't selected to be included, or it can't be included because it's not an actionable document.

Solution

  1. Select
    Setup
    , then the entity.
  2. If you're sending the PDF with a return, select the
    Tax Return
    button. If you're sending the PDF with the organizer, select the
    Organizer
    button.
  3. Go to the
    Government
    tab and find the document you want to include. You can scroll the list or search for the document by name.
  4. For a return, select the document and select the
    Include in Email/Web attachment
    option. For an organizer, select the
    Include in Electronic Org and Action Items PDF
    checkbox. If this option doesn't appear for the document, it's not actionable and can't be included in the PDF.
  5. Create or send the actionable items PDF again.
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