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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

Override the print collation for the open client

By default, UltraTax CS uses the print collations defined in the
Return Collation
 and
Input Screen Printing
 windows for all clients. Follow these steps to override the defined collation for the open client.
note
Completing these steps overrides the print collation for this print job only.
  1. Open the client whose return, input screens, or organizer pages (if you have a license for the UltraTax/1040 Client Organizer) you want to print.
  2. From the
    File
     menu, select either
    Print Returns
     or
    Print Organizers
     to open the
    Print
     window.
  3. Select the option in the
    Print what
     group box, then select
    Options
    .
  4. In the
    Print Options
     window, mark and clear the checkboxes to indicate which items you want to print.
    note
    If you are printing a return for an 1120S, 1065, 1041, or 5500 client, you can select the
    Selected Packages
     tab to view a list of the available shareholders, partners, beneficiaries, or participants. You can then clear the checkbox for any shareholder, partner, beneficiary, or participant whose package you don't want to print.
  5. Select
    OK
     to close the
    Print Options
     window.
  6. In the
    Print Returns
     window, select
    Print
     to print the return, input screens, or organizer pages.

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