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Printing

Print tax returns

  1. Select
    File
    , then
    Print Returns
     to open the
    Print Returns
     window.
  2. Select the checkbox for each collation (government, client, or preparer) that you want to print.
    note
    • The delivery method will default to the client's delivery preference as specified in the
      Setup
      , then
      Client Communications
       window. When printing a single return, the delivery method can be changed for the current print job by marking the
      Paper
      ,
      Email PDF
      ,
      PDF to File
      , or
      Web
       options.
    • You can print a paper client copy and select an electronic delivery method at the same time.
  3. If necessary, select the
    Create electronic file
     checkbox.
  4. To print returns for any client other than the open client, select the
    Clients
     button, select your clients, and select
    OK
    .
  5. To print only a single state or federal return or to change the print collation for the open client and only for this print job, select
    Options
    , select the tax returns, forms, and schedules, and select
    OK
    .
    note
    • By default, UltraTax CS prints the forms and schedules as determined in the
      Return Collation
       window.
    • You can't select different forms and schedules for printing or specify different client copy delivery methods if you are printing returns for two or more clients.
  6. To print the return to File Drawer, FileCabinet CS, GoFileRoom, or Onvio in addition to your printer, select the corresponding checkbox and use the dropdown list to select the storage location.
  7. Select
    Print
    .
    note
    • You can print forms with a watermark and print blank forms without client data.
    • To spool returns for later printing, select
      Printer
      , select
      UltraTax CS Spool
       from the
      Printer
       field, then select
      OK
      .
    • You can change or completely delete the information that prints in the preparer's block section of the open client's return.
    • You can print a paper copy for your client and select an electronic delivery option at the same time.

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