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This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation,1040 Individual,1041 Fiduciary,1065 Partnership,5500 Beneficiary Plan,990 Exempt Organization,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Select clients for printing

By default, UltraTax CS prints returns and other documents for the open client only. Follow these steps to select clients other than or in addition to the open client.
  1. From the
    File
     menu, select
    Print Returns
    ,
    Print Extensions
    , or
    Print Organizers
    .
  2. If using the
    Print Returns
     window, select the item (for example,
    Tax Return
    ) that you want to print.
  3. Select the
    Clients
     button.
  4. Select the clients whose items you want to print.
  5. Select the
    Select
     button.
  6. Select
    OK
     to return to the
    Print Returns
    ,
    Print Extensions
    , or
    Print Organizers
     window.
    note
    • To remove a client from the print list, select the client's name, then select the
      Remove
       button.
    • Use the Focus group box to limit the list of available clients to one or more entity types, to those assigned to a specific preparer or staff member, and/or to those whose returns haven’t been printed.

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