Print statements based on the corresponding tax form

Follow these steps to print all statements for Schedule A, for example, then begin a new page to print all statements for Schedule B, and so on.
  1. Depending on whether UltraTax CS is set up for office-wide or user-defined print options, do one of the following:
    • Office-wide print options:
      Select
      Setup
      , then
      Office Configuration
      . If required, enter the master password, select
      OK
      , then select the
      Print Options
      tab.
    • User-defined print options:
      Select
      Setup
      ,
      User Preferences
      , then select the
      Print Options
      tab.
  2. In the
    Print Options
    window or tab, mark the
    Paginate statements by tax form
    checkbox.
  3. Select
    Done
    or
    OK
    .
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