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.
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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.
- From theSetupmenu, select the application type. For example, select1040 Individualto edit the print collation for a 1040 return.
- Select theFederal,State, orOrganizertab.
- Select theTax Returnbutton (or theOrganizerbutton) to open theReturn Collationwindow.
- Select theGovernment,Client, orPreparertab, depending on which collation you want to edit.
- 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 theAlways ifdata option in thePrint conditionssection. 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 theNeveroption in thePrint conditionssection.
- 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 theMove UporMove Downbutton to move the item up or down in the list.
- SelectOK.
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- To narrow the list of items, select an option in theFocussection of the window.
- To search for forms and schedules in the collation list, enter the form or schedule in theFind whatfield, then select theFind/Nextbutton.
- 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 theRestore Defaultbutton.
- To have UltraTax CS print a copy of the highlighted item when it's stored in FileCabinet CS, select thePrint on paper when storing in FileCabinet CScheckbox. You'll see this checkbox in thePreparertab 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.
