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GoFileRoom tab
Show all expandable content
Use this tab to open the UltraTax/GoFileRoom Configuration window, which you can use to determine how documents printed from UltraTax CS will be stored in GoFileRoom. Note that if you are licensed for GoFileRoom, most of the fields on this tab are not available.
To open this tab, choose
Setup
, Office & Configuration
, and select the GoFileRoom
tab.Fields & buttons
Print K1 packages to GoFileRoom if the K1 recipient is also an UltraTax CS client
Mark this checkbox to print the K1 package for a 1120, 1065, or 1041 return to GoFileRoom. Note that the recipient must be an UltraTax CS client.
Print K1 packages to a separate folder in GoFileRoom
Mark this checkbox to send each recipient's Schedule K-1 package to a separate folder in GoFileRoom. When you print a business return to GoFileRoom, the application will add a Preparer Documents folder under the business client's Tax Return folder and will store each recipient's K1 package as a separate document in that folder. If this checkbox is not marked, the K1 packages will remain part of the Tax Return document for the business client and won’t be separated by recipient or printed to the Preparer Documents folder.
Print K1 packages to GoFileRoom if the K1 recipient is also an UltraTax CS client
Mark this checkbox to print the K1 package for a 1120, 1065, or 1041 return to GoFileRoom. Note that the recipient must be an UltraTax CS client.
Print retrieved web organizers to GoFileRoom
Mark this checkbox to print retrieved Organizers to GoFileRoom.
Include Source documents in client copy of tax return group field
Destinations (Web, Email PDF, PDF to File, or Paper)
Mark the checkboxes for those delivery methods (
Web
, Email PDF
, PDF to File
, or Paper
) in which you want to include source documents from FileCabinet CS with the client copy of the return. You can mark any or the checkboxes.Current FYE folder (for example, UltraTax CS 12/31/14)
Mark this checkbox to include the documents in the
UltraTax 12/31/14
folder in FileCabinet CS (other than embedded documents or integrated application files) as source documents with the client copy of the tax return when it is delivered.User-defined folder
Mark this checkbox and then choose the Select Folder button to specify a custom FileCabinet CS folder containing the source documents you want to include with the client copy of the return when it is delivered.
Select the Folder button
Select this button to open the
Select Folder
window, which lists all existing FileCabinet CS folders. Select the folder containing the source documents to include those documents with the client copy of the return when it is delivered.note
This button is available only when the
User-defined folder
checkbox is marked.Data backups group field
Options button
Select this button to open the Backup Options window, which you can use to set your preferences for backing up UltraTax CS client data.
GoFileRoom Options button
Select this button to open the UltraTax/GoFileRoom Configuration window, which you can use to determine how documents printed from UltraTax CS will be stored in GoFileRoom. Note that you will be prompted to enter your GoFileRoom sign in and password to open the UltraTax/GoFileRoom Configuration window.
This article applies to:
- PRODUCT: UltraTax CS