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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

Error: Invoice not printing forms/schedules

If the invoice isn't printing all forms and or schedules, make sure that the print condition for the client collation is set. The client collation is used to determine what's printed on the invoice, not the government collation.
tip
If a voucher isn't printing on the invoice, make sure the invoice pricing matches the type of voucher being used. For example, the Form 1040-ES, Form 1040-ES OCR-A, and Form 1040-ES Scan are all different forms.
To verify the print condition for the client collation, follow these steps.
  1. Go to
    Setup
    , then select the entity type you want.
  2. Select the
    Tax Return
     button.
  3. Select the
    Client
     tab.
  4. Change the
    Print Condition
     settings to
    As required
     or
    Always if data
     for the forms and/or schedules that aren't printing on the invoice.

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