UltraTax CS® recognition issues

If SafeSend is not recognizing all of the form information correctly for a return, extension, or organizer, there may be an issue with the print settings. This can also cause an Error or Non-Supported status. You may need to adjust settings and reprint the document.
To identify the issue, you can open the PDF and check the page size. It should be 8.5 x 11, not 9.00 x 11.47. Also, if the page appears shrunken or not centered, that indicates an issue with the way the form was printed.
Adjust Print Settings
UltraTax CS® mimics the driver settings of the selected printer without actually using the printer itself. If you have
Adobe PDF
selected, the PDF will come out with the incorrect dimensions. To resolve this, change the printer to the physical printer you have in the office.
  1. Select
    Print Return
    .
  2. Select a physical office
    Printer
    under
    Print Destinations.
  3. Select
    OK.
Adjust Print Driver
  1. Ensure your print drivers are up to date.
  2. Select a different printer.
  3. Install the drivers for a different printer.
  4. Select OneNote instead of a physical printer.
  5. Reboot your PC.
Adjust DPI Settings
  1. Close UltraTax®.
  2. Right-Select the UltraTax icon.
  3. Select
    Properties
    .
  4. Select the
    Compatibility
    tab.
  5. Select
    Change high DPI settings
    .
  6. Check the
    Override high DPI scaling behavior
    box.
  7. Select
    OK
    .
Adjust Zoom Settings
Ensure monitor resolution is set to 100%, which is the recommended display setting in UltraTax CS®.