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Screens

Print Spooled Returns dialog

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Use this dialog to choose the clients for whom you want to print spooled returns, organizers, or input screens.
To open this dialog, choose File then Print Spooled Returns.
The Print Spooled Returns command in the File menu is available only if you have spooled returns or other items for later printing.

Fields & buttons

Clients available to print
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) you want to print and select the Select button to move them to the Clients to print pane on the right.
note
To sort the client list by client ID, name, entity type, or date spooled, choose the word Client ID, Name, Entity, or Date in the title bar of the list pane.
Clients to print
Lists the clients you have selected for printing.
note
Tips
  • To remove a client from this list, highlight the client and select the Remove button. The client moves to the Clients available to print pane on the left.
  • To sort the client list by client ID, name, entity type, or date spooled, select the word Client ID, Name, Entity, or Date in the title bar of the list pane.

Focus group box

Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
note
In most dialogs, mark the
Other
 checkbox to include 990, 5500, 706, and 709 clients in the list. In the View Electronic Filing Status dialog, mark the
Other
 checkbox to include Michigan Business Tax (MBT) clients in the list.
Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Returns, Organizers, then Input Screens
  • Select the
    Returns
     option to list clients whose returns have been printed to the spooler.
  • Select the
    Organizers
     option to list 1040 clients whose organizers have been printed to the spooler. When you choose this option, all but the
    1040
     checkbox in the Focus group box are not available.
  • Select the
    Input Screens
     option to list clients whose input screens have been printed to the spooler.

Other Fields & buttons

Spooled returns group box
  • To keep the returns, organizers, or input screens in the spooler after printing, select the
    Retain returns after printing
     option.
  • To automatically delete the returns, organizers, or input screens after printing, select the
    Delete returns after printing
     option.
  • To delete the selected returns, organizers, or input screens from the spooler without printing them first, select the
    Delete returns without printing
     option. When you select this option, the Print button becomes the Delete button. Move the desired client(s) to the Clients to print pane on the right, then select the Delete button.
Printer button
Select this button to open the Select Printer dialog in which you can change the printer used by UltraTax CS.
note
This button is not available if you select the
Delete returns without printing
 option.
Preview button
Select this button to preview the returns, organizers, or input screens on the screen before you print them.
note
This button is not available if you selected more than one client for printing in the Clients to print pane on the right.

This article applies to:

  • PRODUCT: UltraTax CS

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