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Printing

Print the client ID, date, time, and/or page number on returns, extensions, and input screens

Follow these steps to customize how return, extension, and input screen page headers print.
  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 needed, 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 checkboxes in the
    Other than client documents
     section of the
    Print at the top of each page
     group box. The items you select will be printed at the top of all returns, extensions, and input screens.
  3. Select
    Done
     or
    OK
    .
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