Print documents to FileCabinet CS

Images of tax returns, extensions, and other printable items can be sent to FileCabinet CS if you have licensed FileCabinet CS and have it installed. Follow these steps to send images to FileCabinet CS for storage.
  1. In UltraTax CS, select
    File
    , then
    Print
    or
    Print Extensions
    .
  2. Select the
    FileCabinet CS
    checkbox and use the dropdown list to select the desired FileCabinet CS data path.
  3. In the
    Print what
    group box, select the item you want to send to FileCabinet CS.
  4. Select the clients.
  5. Select
    To Cabinet
    or
    Print
    .
  6. The FileCabinet CS Documents window opens and displays a list of the documents being sent to FileCabinet CS.
  7. If you are sending a document that is named the same as a document already stored in FileCabinet CS, an
    X
    will appear next to the document name. Use this window to rename the document you are sending or select the
    Rename duplicate names to prevent overwriting
    checkbox on the FileCabinet CS Documents window.
  8. Select
    OK
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close