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Tax return components

Beginning tax year 2012, you can use the
Select Tax-Return Components
 dropdown window in FileCabinet CS to print and email the tax return client collation, including customizations.
note
Clients printed to FileCabinet CS with UltraTax CS 2011 and earlier do not offer this capability.
You can mark
Tax Return per the Client Collation
 to send or print all components from the client tax-return collation as specified when customizing the client tax-return print collation in UltraTax. Only items in the tax-return collation that are designated as
Always
 or
As required
 are included.
note
Forms and documents in the current collation that are also designated as
Never
 in the UltraTax CS preparer tax-return collation, won't print with the client's tax-return print collation.
You can select tax return components by marking the checkbox from the preparer tax-return collation that you want to send or print. Items in this list are designated as
Always
 or
As required
 in UltraTax CS preparer tax-return collation.
note
To have additional components appear in this list, add the components to the preparer tax-return collation in UltraTax CS.
The
Select Tax-Return Components
 dropdown is accessible from the
Print, Send to Email Recipient
, and
Send to File
 windows when the document highlighted in the
Print what
 pane or the documents list. You can open this window by selecting the arrow button that appears next to
Select
.

This article applies to:

  • PRODUCT: UltraTax CS

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