Print documents to FileCabinet CS
Images of tax returns, extensions, and other printable items can be sent to FileCabinet CS if you have licensed FileCabinet CS and have it installed. Follow these steps to send images to FileCabinet CS for storage.
- In UltraTax CS, selectFile, thenPrintorPrint Extensions.
- Select theFileCabinet CScheckbox and use the dropdown list to select the desired FileCabinet CS data path.
- In thePrint whatgroup box, select the item you want to send to FileCabinet CS.noteThe options you set in theSetup,[Entity],Tax ReturnthenPreparerare used to determine the content of the copy of the tax return sent to FileCabinet CS.
- Select the clients.
- SelectTo CabinetorPrint.noteIf you select to print a copy of the return in addition to sending the document to FileCabinet CS, you can selectPreviewto view the item you are sending and printing. SelectingPrint PageorPrint Allin the preview window doesn’t send documents to FileCabinet CS; you must select thePrintbutton on thePrint Returnswindow.
- The FileCabinet CS Documents window opens and displays a list of the documents being sent to FileCabinet CS.
- If you are sending a document that is named the same as a document already stored in FileCabinet CS, anXwill appear next to the document name. Use this window to rename the document you are sending or select theRename duplicate names to prevent overwritingcheckbox on the FileCabinet CS Documents window.
- SelectOK.
