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Print settings

UltraTax CS® print settings for organizers and engagement letters

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This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, refer to Uploading Batch Organizers.
You can turn on the SafeSend integration in UltraTax CS® to have an option to generate the organizer with all of our requirements already in place without having to adjust your other settings. Alternatively, you can follow the legacy print settings options.

Print with the integration

This print option assembles and configures the organizer PDF with all the 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 Organizers.
  • The print collation can't be customized at this time.
    • To customize the collation, refer to the
      Print Without Enabling Integration
       section to follow the classic print workflow.
Turn on integration
  1. Select
    Setup
    .
  2. Select
    System Configuration
    .
  3. Select the
    SurePrep & SafeSend Integrations
     tab.
  4. Select 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. Select 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
     option.
  11. De-select the
    Password protect files
     checkbox.
  12. Select the
    SafeSend
     checkbox.
  13. Select
    Assemble
    .

Print without enabling integration

note
  • Follow these guidelines to ensure a successful upload.
  • Default settings should be used as a starting point to ensure the organizer is printed correctly.
  • The collation can be customized to include classic pages, but the General Lite Info page is required for upload.
Office Configuration
  1. Go to
    Setup
    Office Configuration
    .
  2. Select on the
    Print Options
     tab.
  3. Select on
    Page Layout and Shading
    .
  4. Select on the
    Organizer
     tab and make sure you use the default settings: .
  5. Select
    OK
    .
  6. Select
    PDF File Options
    .
  7. Select the
    Options
     tab and make sure the settings match what is shown.
  8. Go to the
    Document Names
     tab.
  9. Select the field next to
    Organizer-ActionRequired
     and change it to
    Engagement Letter
    .
  10. Select
    OK
    .
1040 individual settings
  1. Go to
    Setup > 1040 Individual...
  2. Select the
    Organizer
     tab.
  3. Only select the following checkboxes:
    1. Mask SSNs, driver's license and state issued ID numbers with asterisks
    2. Print Individual Engagement Letter
    3. Proforma custom questionnaire and cover letter selections (Screen Letter)
    4. Print the Lite Client Organizer Itemized page even if no amounts exist
  4. Select
    Modify
    .
  5. Select
    Lite Client Organizer pages plus other pages in classic format
    .
  6. Select the checkbox next to
    Force Lite pages even when client does not meet Lite criteria
    .
  7. Select
    OK.
Questionnaire settings
note
For UltraTax CS® organizer questionnaires, the following restrictions are in place:
  • 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. Select
    Questionnaire.
  2. Select
    Organizer Questionnaire
    , then
    Open
  3. Go to
    Document > Properties
    .
  4. Make sure the settings are set to default. Select
    Restore Default
    , if necessary.
  5. Select
    OK
    .
Return collation settings
note
The correct Client Information pages need to be included for the organizer to successfully upload.
  1. Select
    Organizer...
  2. Set the Print Condition to
    Always
     for:
    • Lite-1 General Info page
    • Personal Information.
    • Client Contact Information
  3. Check:
    • Include in Electronic Org
    • Include in blank Organizer
      .
  4. Select
    Deposit & Electronic Funds Withdrawal
    .
  5. Clear the checkbox next to
    Action Items PDF
    .
Engagement letters (optional)
Perform the following steps to ensure engagement letters are included 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. Select the checkbox next to
    Action Items PDF
    .
  4. Select the checkbox next to
    Include in blank Organizer
    .
Printing a single UltraTax CS ® organizer
If you are printing multiple organizers, skip to the section named
Printing multiple UltraTax CS
®
organizers
.
note
When printing, you need to select a physical printer.
Do not set the printer to Adobe
®
PDF
. This is specific to UltraTax CS® and ensures that margins are set properly.
  1. Go to
    File > Print Organizer
    .
  2. In the Print where section, select
    Printer...
  3. Under the Printer dropdown, select a physical printer.
  4. Select
    OK
    .
  5. Select
    PDF to
    File in
    .
  6. (Optional) select
    ...
     to change the destination location.
  7. Uncheck Password protect files.
  8. Select
    Assemble
    .
Printing 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. These instructions will show you how to assign the proper settings to multiple client organizers when printing to PDF.
  1. Go to
    Utilities > Reassign Clients...
  2. Select clients whose organizers you will print from the list.
  3. Select
    Select->
    .
    • The clients will move to the list on the right.
  4. Select the Category dropdown and select
    Organizer delivery
    .
  5. Select the Organizer dropdown and select
    File (PDF)
    .
  6. Select
    Reassign
    .
Printing multiple client organizers
note
When printing, you need to select a physical printer.
Do not set the printer to
Adobe
®
PDF
. This is specific to UltraTax CS
®
 and ensures that margins are set properly.
  1. Go to
    File > Print Organizer
    .
  2. In the Print where section, select
    Printer...
  3. Under the Printer dropdown, select a physical printer.
  4. Select
    OK
    .
  5. Select Clients.
  6. Select the clients you want to print in the list on the left and select Select->
  7. The clients will move to the list on the right.
  8. Select
    OK
    .
  9. In the Print what section, select
    Per client settings
    .
  10. Select
    Print
    .

This article applies to:

  • Product: safesend
  • Subject: Print
  • Audiences: Staff