Create and print actionable items

Set up your collation to create actionable items

Select
Setup
,
Entity
, then the
Federal
or
Organizer
tab (where
Entity
refers to the return type).
If you're setting up actionable items for the return on the
Federal
tab, follow steps 3-5. If you're setting up actionable items for the
Organizer
, skip to step 6.
In the
Collation
section, select the
Tax Return
button.
On the
Government
tab, select the forms you want to include as an actionable item and verify the print condition is set to
As required
.
Under
When filing electronically
, select
Include in Email/Web attachment
and then select
OK
twice.
Notes
: To remove an object from the actionable items, clear the
Include in Email/Web attachment
checkbox. If you want an object to print on paper when you file electronically, you'll need to select the
Print on paper
checkbox.
In the
Collation
section on the
Organizer
tab, select the
Organizer
button.
Select the forms you want to include as an actionable item and verify the print condition is set to
As required
.
Select the
Include in Electronic Org
option and select
Action Items PDF
. Select
OK
twice.

Email a PDF of a return

Select
File
, then
Print Returns
, then select the
Clients
button to select the clients you want to print.
Select
Government copy
and then
Create electronic file
.
Select
Client Copy
, then
Electronic Delivery
, then
Email PDF
. The text
(with separate Actionable Items PDF)
should display next to
Electronic delivery
.
note
You need to enter a
Firm Email
and
TP
or
SP Email
under
Setup
, then
Client Communications
. For 1040 clients, UltraTax CS sends the email to the individual designated in the
Email To
column of
Client Communications
.
Select
Preparer copy
and
FileCabinet CS
if you want.
Select the
Print
button to generate the email with actionable items.

Create a PDF to file for a return

Select the
Print
button to generate the email with actionable items.
Select
Government copy
and then
Create electronic file
.
Select
Client copy
, then
Electronic delivery
, then select
PDF to file
. The text
(with separate Actionable Items PDF)
should display next to
Electronic delivery
.
In the
Print destinations
section of the window, select the ellipsis button next to
PDF to file
to change the location where the PDF files are saved.
Select
Preparer copy
and
FileCabinet CS
if needed.
Select the
Print
button to create the PDF files in the location you specified.

Assemble a return for the web

Select
Setup
, then
Client Communication
.
Verify that a
TP email
is entered for the client and
Return delivery
is set to
Web
.
Select
File
, then
Print Returns
, then select the
Clients
button to select the clients you want to print.
Select
Government copy
and only
Create electronic file
.
Select
Client copy
, then
Electronic delivery
, then
Web
. The text
(with separate Actionable Items PDF)
should display next to
Electronic delivery
.
Transmit the return to the client's NetClient CS portal.
Your client will see 2 separate documents in their portal.

Email a PDF of an organizer

Select
File
, then
Print Organizers
, then select the
Clients
button to select the clients you want to print.
Select
Email PDF
, then select the
Email
button.
Note
: You need to enter a
Firm Email
and
TP
or
SP Email
under
Setup
, then
Client Communications
. For 1040 clients, UltraTax CS sends the email to the individual designated in the
Email To
column of
Client Communications
.

Create a PDF to file of an organizer

Select
File
, then
Print Organizers
, then the
Clients
button to select the clients you want to print.
Select
PDF to file
and verify the location to which the PDF files will be saved. To change the default location path, select the ellipsis button next to the
PDF to file
option and change the path.
Select
Assemble
.

Assemble a Web organizer

Select
Setup
, then
Client Communication
.
Verify that a
TP email
is entered for the client and
Return delivery
is set to
Web
.
If you want your client's NetClient CS sign-in to be their email address, select the
Web Delivery Options
button, then select the
Use taxpayer's email address
as NetClient CS portal sign-in option.
Select
File
, then
Print Organizers
, then the
Clients
button and select the clients you want to print.
Select
Web
, then
Assemble
.
Transmit the web organizer to the client's NetClient CS portal.
Your client will see 2 separate documents in their portal.

Send a return with SafeSend