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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

Print all client data in capital letters

Follow these steps if you want all the data that you entered in the input screens to print in capital letters on the returns, extensions, UltraTax/1040 Client Organizer pages, and input screens.
note
Completing these steps doesn't affect letters, filing instructions, and invoices. These documents won't print in all capital letters unless you entered the data in capital letters. Note that at print time, certain variables in these documents are replaced by data entered in input screens or forms. In that case, the data will print in all capitals or in lower case, depending on how it was entered.
  1. Depending on whether UltraTax CS is set up for office-wide or user-defined print options, do one of the following:
    • Office-wide print options:
       Select
      Setup
      , then
      Office Configuration
      . If required, enter the master password, select
      OK
      , then select the
      Print Options
       tab.
    • User-defined print options:
       Select
      Setup
      ,
      User Preferences
      , then select the
      Print Options
       tab.
    note
    This tab is available only if you are licensed for the network version of UltraTax CS.
  2. In the
    Print Options
     window or tab, mark the
    Print client data in capital letters
     checkbox.
  3. Select
    Done
     or
    OK
    .

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