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Printing

Customize the tax return print collation

Follow these steps to set the tax return print collation for all clients of a particular entity type. Note that you can override this collation on a client-by-client basis.
note
We recommend that you don't customize print collations or proforma prior year custom print collations until you receive the release scheduled for late December of each year. The December release will include additional, final government forms, which may cause the application to override your customized print collation.
  1. From the
    Setup
     menu, select the application type. For example, select
    1040 Individual
     to edit the print collation for a 1040 return.
  2. Select the
    Federal
    ,
    State
    , or
    Organizer
     tab.
  3. Select the
    Tax Return
     button (or the
    Organizer
     button) to open the
    Return Collation
     window.
  4. Select the
    Government
    ,
    Client
    , or
    Preparer
     tab, depending on which collation you want to edit.
  5. By default, each form is selected to print only if needed.
    • To always print an item when there is relevant data, select the item in the list, then select the
      Always if
       data option in the
      Print conditions
       section. Note that this option isn't available for all forms.
    • To exclude an item from ever printing, select the item in the list, then select the
      Never
       option in the
      Print conditions
       section.
  6. The forms, schedules, and client documents are listed in the order that they'll print. To change the print order, select an item in the list, then select the
    Move Up
     or
    Move Down
     button to move the item up or down in the list.
  7. Select
    OK
    .
note
  • To narrow the list of items, select an option in the
    Focus
     section of the window.
  • To search for forms and schedules in the collation list, enter the form or schedule in the
    Find what
     field, then select the
    Find/Next
     button.
  • You can quickly exclude the same items from printing in multiple collations or reorganize the sequence in which the items print in multiple collations.
  • To return to the application default for print conditions and print order, select the
    Restore Default
     button.
  • To have UltraTax CS print a copy of the highlighted item when it's stored in FileCabinet CS, select the
    Print on paper when storing in FileCabinet CS
     checkbox. You'll see this checkbox in the
    Preparer
     tab only if you're licensed for FileCabinet CS and have it installed.
  • You can customize the return print collation for electronically filed returns and customize the print collation for shareholder, partner, beneficiary, and participant packages.

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