Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Printing

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.
  1. In UltraTax CS, select
    File
    , then
    Print
     or
    Print Extensions
    .
  2. Select the
    FileCabinet CS
     checkbox and use the dropdown list to select the desired FileCabinet CS data path.
  3. In the
    Print what
     group box, select the item you want to send to FileCabinet CS.
    note
    The options you set in the
    Setup
    ,
    [Entity]
    ,
    Tax Return
     then
    Preparer
     are used to determine the content of the copy of the tax return sent to FileCabinet CS.
  4. Select the clients.
  5. Select
    To Cabinet
     or
    Print
    .
    note
    If you select to print a copy of the return in addition to sending the document to FileCabinet CS, you can select
    Preview
     to view the item you are sending and printing. Selecting
    Print Page
     or
    Print All
     in the preview window doesn’t send documents to FileCabinet CS; you must select the
    Print
     button on the
    Print Returns
     window.
  6. The FileCabinet CS Documents window opens and displays a list of the documents being sent to FileCabinet CS.
  7. If you are sending a document that is named the same as a document already stored in FileCabinet CS, an
    X
     will appear next to the document name. Use this window to rename the document you are sending or select the
    Rename duplicate names to prevent overwriting
     checkbox on the FileCabinet CS Documents window.
  8. Select
    OK
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close