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Print Returns

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Use this window to perform one or more of the following actions.
  • Print (or spool) federal and state tax returns.
  • Create a client's electronic return using the Electronic Filing tool.
  • Send tax returns to File Drawer, FileCabinet CS (if licensed), or GoFileRoom (if licensed).
  • Send returns to clients as Portable Document Format (PDF) files and as password protect PDF files.
    • Send returns to SafeSend (if enabled)
    • Send returns to SurePrep (if enabled)
  • Send returns to NetClient CS (if licensed).
tip
You can determine paper collations for tax returns by selecting
Setup
,
[Entity]
,
Tax Return
, then
Return Collation
 window. To override the collation setup for this print job only, select
Options
, the forms and schedules, then
OK
.
To open this window, select
Print Returns
, or
File
, then
Print Returns
.
From this window, you can also open other windows in which you can perform the following tasks.
  • To define print collations for returns, select
    Options
     in the Print Returns window to override the print collation for this print job.
  • To select watermarks for use on printed or electronically delivered tax returns, select
    Watermark
    . To define watermarks, select
    Setup
    ,
    Office Configuration
    ,
    Print Options
    , and then the
    Watermarks
     window or tab.
  • Select the clients for whom you want to print returns.
note
The print options you specify in this window are saved for the next print job. For example, if you mark the
Client copy
 checkbox and select
Client copy with field masking
 from the adjacent dropdown list, those settings are saved and automatically selected the next time you open the
Print Returns
 window.

Fields & buttons

Print destinations

Printer name
Unless you are printing to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, select
Printer
.
Printer button
Select this button to open the
Select Printer
 window. Here you can change the default printer for UltraTax CS or select the UltraTax CS Spool for this print job.
FileCabinet CS data location
Use this dropdown list to select the FileCabinet CS data location (when printing to FileCabinet CS) or the GoFileRoom drawer (when printing to GoFileRoom) where you want to store the selected documents. This field is available only if you mark the
FileCabinet CS
 or
GoFileRoom
 checkbox, are licensed for FileCabinet CS or GoFileRoom, and have one of the 2 applications installed.
PDF to File location
This field displays the file location where UltraTax CS stores returns printed to PDF. To change this location, select
Browse
 next to the field and go to the location.

Other fields and buttons

Government copy
Mark this checkbox to print a copy of the return using the government collation.
note
To determine collations for tax returns, select
Setup
,
[Entity]
,
Tax Return
, then
Return Collation
. To override the collation setup for this print job only, select
Options
, the forms and schedules, then
OK
.
Paper (government copy)
Mark this checkbox to print the government copy of the return to paper.
Create electronic file
Mark this checkbox to create an electronic file for a client's return. When you select
Print
 (or
E-File
), UltraTax CS creates the file and places it in the correct data location. When you select
Preview
 (or
Check E-File
), UltraTax CS checks for potential errors in the electronic file, but doesn’t create it.
You can select or enter the ERO PIN and signature date for Form 8879, IRS e-file Signature Authorization, in the fields next to the
Create electronic file
 checkbox without opening the client's return. When you enter the ERO PIN and signature date in these fields, the corresponding fields on either the PIN screen (1040) for individual clients or the ELF screen for all other clients are updated when you create the electronic file. This feature is useful for entering the 1040 Individual Form 8879 signature date for the ERO, taxpayer, and spouse without having to open the client's return when a signed Form 8879 is returned by the taxpayer.
note
  • This checkbox is only available if you marked the
    Government copy
     checkbox.
  • If you select
    File
     then
    Print Returns
     with a client's return open, the ERO PIN and Signature date, if entered in the client's return, populate the fields next to the
    Create electronic file
     checkbox.
  • If you select
    File
     then
    Print Returns
     with no returns open,
    PIN
     displays in the
    ERO PIN for Form 8879
     field.
  • If you select
    File
    ,
    Print Returns
    , then
    Clients
     and select multiple clients,
    VAR
     displays in the
    ERO PIN for Form 8879
     field.
  • Entering information in these fields is optional. Instead of entering information here, you can enter information in the corresponding input screen fields on the PIN screen (1040) for individual clients or ELF screen for all clients.
PDF to file (gov't copy)
Mark this checkbox to create a PDF (Portable Document Format) file of the Government copy of the tax return. To customize the naming conventions for the PDF file, select
Setup
,
Office Configuration
,
Print Options
, then
PDF File Options
. If your security configuration enables individual users to set their own print options, this window opens by selecting
Setup
,
User Preferences
,
Print Options
, then
PDF File Options
.
Client copy
Mark this checkbox to print a copy of the return using the client collation. To print the client copy with sensitive information concealed, select
Client copy with field masking
 from the dropdown list.
note
  • You can print a paper client copy and select an electronic delivery method at the same time.
  • If you select
    Options
    , change the
    Selected Pages
     tab, and select
    OK
    , the
    Client copy
     checkbox on the Print Returns window becomes the
    Print Selected Forms
     checkbox.
  • Tax return collations are determined in the
    Setup
    ,
    [Entity]
    ,
    Tax Return
    , then
    Return Collation
     window. To override the collation setup for this print job only, select
    Options
    , the forms and schedules, and
    OK
    .
Paper (client copy)
Mark this checkbox to print the client copy of the return to paper.
note
  • You can print a paper client copy and select an electronic delivery method at the same time.
  • This checkbox is available only on the Print Returns window if you marked the
    Client copy
     checkbox.
Electronic delivery
Mark this checkbox to deliver the return electronically via any of the following methods: Web, Email PDF, PDF to file, SafeSend or SurePrep.
note
  • You can print a paper client copy and select an electronic delivery method at the same time.
  • This checkbox is available only on the Print Returns window if you marked the
    Client copy
     checkbox.
  • Use the
    Email To
     column in the Setup then Client Communication window to designate the addresses to which email communications (such as returns and organizers sent via email, email electronic filing acknowledgments, or confirmation emails for web delivery and web organizers) are sent: the taxpayer's, the spouse's, or both.
  • As of the 2024 version of UltraTax CS, you can now send a single return to multiple locations at one time.
Web / eSignature
Mark this option to print the client copy of the return to a Portable Document Format (PDF) file that your clients can access online. If you have enabled the eSignature feature, selecting this option will prepare the return for transmission to the client as an eSignature document.
If you entered your firm's website address on the Web Delivery Options window (Setup, Client Communications, then Web Delivery Options button) and added the link to your website, your client can open this document by choosing that link. Otherwise, your client will open this document by selecting a link in the email that is automatically generated when you upload the file via CS Connect.
note
  • This option is available only on the Print Returns window if you marked the
    Client copy
     and
    Electronic delivery
    checkboxes.
  • Use the dropdown list in the Web Delivery Options window, accessible via the Setup then Client Communications window, to select which email address (Firm, Preparer, Reviewer, or Staff) UltraTax uses to send clients notification emails about their web organizers and web tax returns. If a client doesn’t have a preparer or staff member assigned, or if the assigned preparer or staff member doesn’t have an email address entered, the firm's email address is used.
Email PDF
Mark this option to print the client copy of the return to a Portable Document Format (PDF) file and attach it to an email message.
Note that you need to enter client and firm email addresses and set other email options before using this feature. To do so, select
Setup
 then Client Communications.
note
This option is available only on the Print Returns window if you marked the
Client copy
 and
Electronic delivery
checkboxes.
Password protect PDFs
This checkbox, marked by default, enables you to choose whether or not a password will be required to open the PDF version of the return. We recommend that your firm uses passwords whenever you send tax returns to your clients via an email message. Creating unprotected PDF versions of the return is intended for your firm's internal use only.
note
This option is available only on the Print Returns window if you marked the
Client copy
 and
Electronic delivery
 checkboxes.
Preparer copy
Mark this checkbox to print a copy of the return using the preparer collation. To print the preparer copy with sensitive information concealed, select
Client copy with field masking
 from the dropdown list.
note
  • If FileCabinet CS, File Drawer, or GoFileRoom is the only destination selected in the Print where section, the
    Preparer copy
     checkbox is marked by default.
  • Tax return collations are determined in the Setup, [Entity], Tax Return, then Return Collation window. To override the collation setup for this print job only, select the Options button, select the desired forms and schedules, and choose OK.
Paper (preparer copy)
Mark this checkbox to print the preparer copy of the return to paper.
File Drawer
Mark this checkbox if you want to store copies of the selected documents in File Drawer. To access the copies, select the
Drawer
 button in the folders block of an open client in UltraTax CS.
note
This option is available only if you are not licensed for FileCabinet CS or GoFileRoom.
Onvio Documents / FileCabinet CS / GoFileRoom
Mark this checkbox to store copies of the selected documents in Onvio Documents, to FileCabinet CS, or to GoFileRoom, if licensed.
note
  • The name of this checkbox changes depending on whether you are licensed for Onvio, for GoFileRoom, or for FileCabinet CS and have the application installed.
  • If you mark only this checkbox and not the
    Paper
     checkbox, the Print button at the bottom of this window becomes the To Cabinet (for FileCabinet CS) or To Drawer (for GoFileRoom) button. Select this button to print the selected documents to the selected application.
PDF to file (preparer copy)
Mark this option to print the preparer copy of the return to a Portable Document Format (PDF) file and store it in the location specified.
note
If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can go to files on your local network.
Log event
Mark the checkbox if you want to update the client's status when you print. Use the dropdown list to select the status event that you want to log when the client is printed.
note
This field is not available until you set up custom status events using the Setup, Office Configuration, then Status tab.
Copies
To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.
note
By default, the number of copies entered here is retained for subsequent print jobs. To reset the number back to 1, clear the
Retain the number of copies selected on the Print windows
 checkbox in the Setup, User Preferences, then Misc tab.
Options button
By default, UltraTax CS prints the items based on the collation set in the Return Collation or Input Screen Printing window. Select this button to open the Print Options window which you can use to select different items to print for the open client. (The window that opens varies depending on what you are printing.)
note
  • UltraTax CS calculates the return before opening the Print Options window.
  • You can't modify the print collation if you are printing items for two or more clients at the same time.
Watermark button
Select this button to open the Select Watermark window, which you can use to select a custom watermark that will print based on the tax return collation for which the watermark was designated. See Creating or modifying watermarks for more information.
Clients button
Select this button to open the Select Clients to Print window, in which you can choose the clients whose documents you want to print. By default, UltraTax CS will print the open client's documents.
If you are printing items for two or more clients at the same time, you can't modify the print collation for this print job.
Preview button
Select this button to preview forms or input screens before you print them.
note
This button is not available if you are printing items for two or more clients at the same time.

This article applies to:

  • PRODUCT: UltraTax CS

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