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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 documents to File Drawer

You can send PDF versions of tax returns, extensions, and other printable items to File Drawer if you have licensed and installed UltraTax CS, but haven’t licensed and installed FileCabinet CS or GoFileRoom.
Ensure that the File Drawer is turned on by going to
Setup
,
Security
 as a global option, and select
Allow the use of File Drawer
.
Follow these steps to send images to the File Drawer for storage.
  1. Select
    File
     and select what you need to print (for example,
    Print Returns
     or
    Print Extensions
    ).
  2. In the Print Destinations group box, and use the
    File Drawer
     dropdown list to select the File Drawer data path. If the File Drawer option is not available, verify you don't have FileCabinet CS installed and you don't have a license for the full version.
    note
    To send a document to both the File Drawer and your printer simultaneously, mark both the
    Printer
     checkbox and the
    File Drawer
     checkbox. The
    To Drawer
     button becomes the
    Print
     button.
  3. Mark the
    Preparer copy
     and
    File Drawer
     checkboxes.
    note
    The options you set in the
    Setup
    ,
    [Entity]
    ,
    Tax Return
    , then
    Preparer
     tab are used to determine the content of the copy of the tax return sent to File Drawer. To further customize the copy of the tax return sent to File Drawer, select the
    Options
     button in the
    Print
     window, then select the
    Selected Pages
     tab of the
    Print Options
     window.
  4. Select the clients for whom you want to send the selected item.
  5. If necessary, mark the
    Log Event
     checkbox and select the status event you want to log when the item is sent.
  6. Select the
    To Drawer
     button (or the
    Print
     button if you marked the
    Printer
     checkbox).
    note
    If you want to print a copy of the return in addition to sending the document to File Drawer, you can select the
    Preview
     button to preview the item you are sending and printing. It is important to remember that selecting the
    Print Page
     or
    Print All
     buttons in the preview window doesn't send documents to File Drawer; you'll need to select the
    Print
     button on the
    Print Returns
     window.
  7. The
    FileCabinet CS Documents
     window opens and displays a list of the documents being sent to File Drawer. If you are sending a document that is named the same as one already stored in File Drawer, an
    X
     will appear next to the document name. To avoid replacing a document currently stored in File Drawer, use this window to rename the document you are sending or mark the
    Rename duplicate names to prevent overwriting
     checkbox on the
    FileCabinet CS Documents
     window. All returns attached to the client are selected by default. To print only selected returns, clear the checkboxes of the returns you don’t want sent to File Drawer.
  8. Select
    OK
     to send the document to File Drawer, then close the open windows.
    note
    To view the File Drawer documents for an open client, select the
    Drawer
     button in the folders block.

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