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UltraTax CS® organizer and engagement letter print settings for Gather

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Use these guidelines to configure your UltraTax CS® organizer and engagement letter print settings for a successful upload to Gather.
You can turn on the SafeSend integration in UltraTax CS® to generate the organizer with all requirements already in place. Alternatively, follow the legacy print settings options.
Print with the integration
This print option assembles and configures the organizer PDF with all SafeSend requirements in place. This integration is available for UltraTax CS® 2025 and later.
note
  • This generates a PDF copy of the organizer. It doesn’t upload the organizer to SafeSend Gather.
  • You can't customize the print collation at this time.
    • To customize the collation, follow the steps in the
      Print Without Enabling Integration
       section.
  • Don’t use borders. They’ll prevent the Document Request List from generating.
Turn on integration
  1. Select
    Setup
    .
  2. Select
    System Configuration
    .
  3. Go to the
    SurePrep & SafeSend Integrations
     tab.
  4. Mark the
    Enable SafeSend Integration
     checkbox.
  5. Select
    OK
     to save any changes.
Print Organizer
  1. Select
    File
    .
  2. Select
    Print Organizers
    .
  3. Select
    Printer
    .
  4. Select a physical printer from the dropdown.
  5. Select
    OK
     to save your selection.
  6. Select
    Clients
    .
  7. Choose an available client.
  8. Select
    Select
     to move the client to the
    Clients to print
     section.
  9. Select
    OK
     to save your selection.
  10. Select the
    PDF to file
     radio button.
  11. Clear the
    Password protect files
     checkbox.
  12. Mark the
    SafeSend
     checkbox.
  13. Select
    Assemble
    .
Print without enabling integration
note
  • Use default settings as a starting point to ensure the organizer prints correctly.
  • Don’t use Lite Organizers. This print type restricts certain pages needed to create the Document Request List.
  • Don’t use borders. Borders will prevent the Document Request List from generating.
  • You can customize the collation to include classic pages, but the
    General Lite Info
     page is required for upload.
Office configuration
  1. Go to
    Setup
    Office Configuration
    .
  2. Go to the
    Print Options
     tab.
  3. Select
    Page Layout and Shading
    .
  4. Go to the
    Organizer
     tab. Select
    1 printed page per sheet
     for
    Page layout
    .
  5. Select
    OK
    .
  6. Select
    PDF File Options
    .
  7. Go to the
    Options
     tab. Select the
    Variable Position
     for the
    File Name Variables
     as follows:
    1. Client ID
      :
      Position 2
    2. Client Name
      :
      None
    3. Federal Entity Type
      :
      None
    4. Document Name
      :
      Position 1
    5. Tax Year
      :
      None
    6. Client Year End
      :
      None
    7. Date Printed
      :
      None
    8. K1 Recipient Name
      :
      After Client ID
  8. the
    Document Names
     tab.
  9. Select the field for
    Organizer-ActionRequired
     and change it to
    Engagement Letter
    .
  10. Select
    OK
    .
1040 individual settings
  1. Go to
    Setup
    1040 Individual
    .
  2. Go to the
    Organizer
     tab.
  3. Confirm all selected settings are correct. Recommended selections:
    • Mask SSNs, driver's license, and state issued ID numbers with asterisks.
    • Print an Individual Engagement Letter.
    • Proforma custom questionnaire and cover letter selections (Screen Letter).
    • Print blank Client Organizer (for clients who don’t have proforma'd information).
    • Organizer delivery method: File (PDF).
Questionnaire settings
note
Don’t make the following changes to UltraTax CS® organizer questionnaires:
  • Don’t add or delete questions from the default set.
  • Don’t change the text style from the default settings (Times New Roman 11 PT).
  1. Go to
    Setup
    1040 Individual...
    .
  2. Go to the
    Organizer
     tab.
  3. Go to
    Document
    Questionnaire
    .
  4. Select
    Properties
    .
    note
    Don't select a header or footer.
  5. Select
    OK
    .
Return collation settings
note
Include the correct Client Information pages for the organizer to upload successfully.
  1. Select
    Organizer
    .
  2. Set the
    Print Condition
     to
    Always
     for:
    • Lite-1 General Info
       page
    • Personal Information
    • Client Contact Information
  3. Mark the following:
    • Include in Electronic Org.
    • Include in blank Organizer
  4. Select
    Deposit & Electronic Funds Withdrawal
    .
  5. Clear the
    Action Items PDF
     checkbox.
Engagement letters (optional)
Follow these steps to include engagement letters in your UltraTax CS® organizers.
note
The engagement letter must be the only page included in the Action Items PDF.
  1. Select
    Engagement Letter
    .
  2. Select
    Always
    .
  3. Mark the
    Action Items PDF
     and
    Include in blank Organizer
     checkboxes.
Print a single UltraTax CS ® organizer
note
When printing, you must select a physical printer. Don’t set the printer to
Adobe® PDF
. This ensures that margins are set properly.
  1. Go to
    File
    Print Organizers
    .
  2. In the
    Print where
     section, select
    Printer
    .
  3. Select a physical printer from the
    Printer
     dropdown.
  4. Select
    OK
    .
  5. Select
    PDF to file in:
    .
  6. (Optional) Select
    ...
     to change the destination location.
  7. Clear the
    Password protect files
     checkbox.
  8. Select
    Assemble
    .
Print multiple UltraTax CS ® organizers
Assigning settings to clients
note
When printing organizers for multiple clients, UltraTax CS® limits your choices in the Print Organizers pop-up. Follow these steps to assign the correct settings to multiple client organizers when printing to PDF.
  1. Go to
    Utilities
    Reassign Clients
    .
  2. Select clients whose organizers you want to print from the list.
  3. Select
    Select->
    . The clients move to the list on the right.
  4. Select
    Organizer delivery
     from the
    Category
     dropdown.
  5. Select
    File (PDF)
     from the
    Organizer
     dropdown.
  6. Select
    Reassign
    .
Print multiple client organizers
note
When printing, you must select a physical printer. Don’t set the printer to
Adobe® PDF
. This ensures that margins are set properly.
  1. Go to
    File
    Print Organizers
    .
  2. In the
    Print where
     section, select
    Printer
    .
  3. Select a physical printer from the
    Printer
     dropdown.
  4. Select
    OK
    .
  5. Select
    Clients
    .
  6. Select the clients you want to print from the list on the left, then
    Select->
    . The clients move to the list on the right.
  7. Select
    OK
    .
  8. In the
    Print what
     section, select
    Per client settings
    .
  9. Select
    Print
    .

This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff