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Printing

Print tax returns and extensions overview

UltraTax CS enables you to print tax returns and extensions in a variety of ways. What follows is a suggested method for printing returns and extensions.
  1. Proforma the print collation from last year, if necessary. Whether or not you proforma, verify or edit your print collation.
  2. Decide whether or not to make the following modifications.
    1. Print the client ID, date, time, and/or page number on returns, extensions, and input screens.
    2. Exclude a form or return from printing for this client.
    3. Force a form to print.
    4. Print the date in the preparer block section of returns and extensions.
    5. Print PRP or blank preparer block information.
  3. Decide if you want to include alternate preparer information.
  4. Select an alternate format in which you want the information to print.
    1. Print all client data in capital letters.
    2. Print all client data in bold.
    3. Print multiple pages on a single sheet of paper.
  5. Print the returns and extensions.
  6. If applicable, store documents in FileCabinet CS, File Drawer, or GoFileRoom.
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