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Printing

Customize the print collation for returns filed electronically

When electronically filing a return, you can customize the tax return print collation just as you can for traditional returns. Note that you are customizing the print collation of paper copies of the return; the entire return "prints" in the electronic version that you file.
note
The print conditions that appear in the list are either the defaults or those that you set. You can determine which items you want included in the paper copy of the electronic file but if you change the print conditions, you will also change the print conditions for the traditional returns.
  1. From the
    Setup
     menu, select the application (for example, 1040 Individual) for which you want to edit the print collation.
    note
    Depending on your security configuration, you might be required to enter the
    master password
     and select
    OK
     before you can proceed.
  2. Select the desired federal or state tab.
  3. Select
    Tax Return
    .
  4. In the
    Government
     tab, for each item in the list that you want to customize, select or clear the
    Print on paper
     checkbox to have UltraTax CS include the item in the print collation for the paper copy of the electronically filed return.
    note
    • If this checkbox is marked for an item, the item will print for the government collation as long as the print condition is not
      Never
      .
    • If this checkbox is not marked for an item, the item won’t print regardless of the print conditions.
  5. In the
    Government
     tab, for each item in the list that you want to customize, select the item and either select or clear the
    Include in Email/Web attachment
     checkbox to include the item in an attachment when the client copy of the return is delivered via email, PDF file, or NetClient CS web portal.
    note
    • The item will be included in a separate PDF attachment of actionable items. Because a response may be required, the client will be instructed to immediately open the PDF and review the file.
    • This attachment is created only when the return is filed electronically and when the government copy is not printed on paper.
  6. After you customize the desired items, select
    OK
    .
  7. Select
    OK
     again to close the
    Product Information
     window.
    note
    • To return to the application default for print conditions and print order, select
      Restore Default
      .
    • If you print tax returns for 1 client at a time, you can override the print collation on a client-by-client basis. To do so, select
      File
      ,
      Print Returns
       then
      Options
      .

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