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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

Include list doesn't include all returns for transmittal letter

By default, an option to include a list of returns prepared in the transmittal letter is selected.
If this feature isn't working, verify the following:
  1. Select
    Setup
    , then the Federal entity (for example, 1040 Individual).
  2. Go to the
    Federal
     tab.
  3. Select
    Other Return Options
    , then the
    Client Documents
     tab.
  4. Verify that the
    Include list of returns in transmittal letter
     option is selected. If you select this option, continue to the following troubleshooting tips.

Verify that the {List of Returns} variable exists in the transmittal letter

  1. Select
    Setup
    , then the Federal entity, then the
    Federal
     tab.
  2. Select the
    Letter & Emails
     button, then
    Transmittal Letter
    .
  3. Verify that the
    {List of Returns}
     variable exists.
    • If the variable doesn't exist, add it by selecting
      Insert
      , then
      Embedded Content
      , then
      List of Returns
      .
    • If the variable does exist but some or all of the returns aren't printing, continue to the next troubleshooting tip.

Verify the print condition set for a form/schedule if it isn't printing

  1. Select
    Setup
    , then the Federal entity, then the
    Federal
     tab and/or
    State
     tab.
  2. Select the
    Tax Return
     button and then select the
    Client
     tab.
  3. Go to the form/schedule and verify that it's selected to print
    As required
    .
  4. If it isn't, make the change, then select
    OK
     twice to return to the main screen.
  5. Verify that the form/schedule is printing in the
    List of Returns
    .

Verify the collation file

  1. Close UltraTax CS and go to
    X:\WinCSI\UTYYSys\$Office\default\Entity
    , where
    X
     is the drive letter where the data is stored,
    YY
     is the year of the application (for example, "22" for 2022), and
    Entity
     is the Federal entity affected (1040, 1120, other).
  2. Locate the
    xyssCOLX.dat
     file, where
    X
     is the entity type (for example, 1040 = 1),
    Y
     is the year of the application (for example, 22 = 6), and
    SS
     is the Federal, State, or City abbreviation.
  3. The 1040 Federal file (for example purposes) is
    I7USCOLX.dat
    . If this file isn't listed in this location, the return won't appear in the transmittal letter.
  4. Close UltraTax CS, rename the
    xyssCOLX.dat
     file, reopen UltraTax CS, and test the transmittal letter again.
note
If none of the state returns are printing on the transmittal letter, rename the
X:\WinCSI\UTYYSys\$Office\default\Entity
 and re-proforma the collations.

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