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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 input screens with client data

  1. Select
    File
    , then
    Print Input Screens
     to open the
    Print Input Screens
     window.
  2. To print input screens for any client other than the open client, select the
    Clients
     button, select the clients, then select
    OK
    .
  3. By default, UltraTax CS prints the input screens as determined in the
    Input Screen Printing
     window.
    To open the
    Input Screen Printing
     window:
    1. Select the application type from the
      Setup
       menu. For example, select 1040 individual if you want to edit the collation for 1040 input screens.
      note
      Your security configuration might be set up to restrict access to the application information windows. If so, you will be prompted to enter the master password before you can continue.
    2. Select the federal or state tab.
    3. Select the
      Input Screens
       button and select
      Input Screen Printing
       from the dropdown list.
    To change the print collation for the open client and only for this print job, select the
    Options
     button, select the input screens, and select
    OK
    .
    note
    You can't select different input screens for printing if you are printing input screens for more than 1 client.
  4. Mark the checkboxes to print the input screens to paper, to digital storage (in File Drawer, FileCabinet CS, or GoFileRoom, if licensed), or to a PDF file. Use the fields in the Print destinations group box to determine the data location for the digital storage copy or the file location for the PDF.
    note
    The selected clients won't print to FileCabinet CS if the Deny FileCabinet CS access to client data checkbox is marked on the File, Client Properties, Advanced Properties, then
    Restrict Access
     tab.
  5. Select the
    Print
     button.
    note
    • If necessary, you can print blank input screens without client data.
    • To spool input screens for later printing, select the
      Printer
       button, select the
      Printer
       button, select the
      UltraTax CS Spool
      , then select
      OK
      .

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