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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Documents missing from actionable items PDF

Scenario

When you create an actionable items PDF in UltraTax CS, you might find that documents are missing.

Cause

This usually happens because the document wasn't selected to be included, or it can't be included because it's not an actionable document.

Solution

  1. Select
    Setup
    , then the entity.
  2. If you're sending the PDF with a return, select the
    Tax Return
     button. If you're sending the PDF with the organizer, select the
    Organizer
     button.
  3. Go to the
    Government
     tab and find the document you want to include. You can scroll the list or search for the document by name.
  4. For a return, select the document and select the
    Include in Email/Web attachment
     option. For an organizer, select the
    Include in Electronic Org and Action Items PDF
     checkbox. If this option doesn't appear for the document, it's not actionable and can't be included in the PDF.
  5. Create or send the actionable items PDF again.

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