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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
  • State: All states

Print federal forms with state returns

You can include the corresponding federal forms when printing state tax returns for specific collations (Government, Client, or Preparer) from the
File
, then
Print Returns
 window. To do so, complete the following steps.
  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
      ,
      Office Configuration
      , enter the master password if required, 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. On the
    Print Options
     tab, mark the
    Allow Federal forms to print with state returns for these collations
     checkboxes for the collations with which you want to include federal forms.
  3. Select
    Done
    .

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