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Setting Print Collations in UltraTax CS to Print to FileCabinet CS

If you would like to modify what does and doesn't print to FileCabinet CS from UltraTax CS, walk through the steps outlined below.
  1. Open the
    Setup
     menu in UltraTax CS and select the appropriate entity.
  2. Select the
    Federal
     or
    State
     tab for the print collation you want to edit. If you want to modify the print collation for the Client Organizer, use the arrow buttons to move to the far right to the
    Organizer
     tab.
  3. In the
    Print Collation
     section, select
    Tax Return
    .
  4. UltraTax CS always prints the Preparer collation to FileCabinet CS, so choose the Preparer collation to edit by selecting the
    Preparer
     tab.
  5. Items marked
    As required
     will print to FileCabinet CS. Modify each item as necessary. To print an item on paper when sending the return to FileCabinet CS, mark the checkbox titled,
    Print on paper when storing in FileCabinet CS
    . Remember that you will need to modify this option, if desired, for each item.
  6. Once you have made the necessary changes to the Preparer collation, select
    OK
     to exit the dialog. If you want to print to paper when storing in FileCabinet CS you must choose the paper and FileCabinet CS option in the Print Returns dialog box.
note
When using the
Print on paper when storing in FileCabinet CS
 option, you must have Paper and FileCabient CS selected in the
Print Returns
 screen under the
Preparer copy
.

This article applies to:

  • PRODUCT: FileCabinet CS