Override the print collation for the open client

By default, UltraTax CS uses the print collations defined in the

Return Collation

and

Input Screen Printing

windows for all clients. Follow these steps to override the defined collation for the open client.

Open the client whose return, input screens, or organizer pages (if you have a license for the UltraTax/1040 Client Organizer) you want to print.

From the File
menu, select either Print Returns
or Print Organizers
to open the

window.

Select the option in the

Print what

group box, then select Options
.

In the

Print Options

window, mark and clear the checkboxes to indicate which items you want to print.

Select OK
to close the

Print Options

window.

In the

Print Returns

window, select Print
to print the return, input screens, or organizer pages.