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Printing

Send documents to GoFileRoom

You can send PDF versions of the preparer copy of tax returns and extensions, as well as input screens, to GoFileRoom (if licensed). Follow these steps to send documents to GoFileRoom for storage.
Before you send documents to GoFileRoom, it is beneficial to map return index settings in the UltraTax CS/GoFileRoom
Configuration
 window.
  1. Select
    File
    , then
    Print Returns
     to open the
    Print Returns
     window.
  2. Mark the
    GoFileRoom
     checkbox. The drawer is selected in the adjacent dropdown list.
    note
    To send documents to GoFileRoom and print documents simultaneously, mark both the
    Printer
     checkbox and the
    GoFileRoom
     checkbox. The
    To Drawer
     button becomes the
    Print
     button.
  3. In the Print what group box, select the item (for example,
    Tax Return
    ) you want to send to GoFileRoom.
    note
    The options you set in the
    Setup
    ,
    [Entity]
    ,
    Tax Return
    , then
    Preparer
     tab are used to determine the content of the copy of the tax return sent to GoFileRoom. To further customize the copy of the tax return sent to GoFileRoom, select the
    Options
     button in the
    Print
     window, then select the
    Selected Pages
     tab of the
    Print Options
     window.
  4. Select the clients for whom you want to send the selected item.
  5. If necessary, mark the
    Log Event
     checkbox and select the status event you want to log when the item is sent.
  6. Select the
    To Drawer
     button (or
    Print
     button if you marked the
    Printer
     checkbox) at the bottom of the window.
    note
    If you choose to print a copy of the return in addition to sending the document to GoFileRoom, you can select the
    Preview
     button to preview the item you are sending and printing. It is important to remember that selecting the
    Print Page
     or
    Print All
     buttons in the preview window doesn't send documents to GoFileRoom; you'll need to select the
    Print
     button on the
    Print Returns
     window.
  7. You must be licensed for GoFileRoom, and you'll be prompted to sign in to GoFileRoom after selecting the
    To Drawer
     or
    Print
     button. If the
    Prompt to view/verify return indexes when printing to GoFileRoom
     checkbox is marked in the UltraTax CS/GoFileRoom
    Configuration
     window, the GoFileRoom
    Documents
     window opens.
    note
    This checkbox is marked by default, but you can clear the checkbox. When this checkbox is marked, UltraTax CS prompts you to confirm the return index settings before documents are sent to GoFileRoom.
  8. From within the GoFileRoom
    Documents
     window, review the index settings. If you are satisfied with the index settings, select the
    To GoFileRoom
     button. If you need to make index setting changes, select
    Setup
    ,
    Office Configuration
    , select the
    GoFileRoom
     tab, then select the
    GoFileRoom Options
     button. Edit your settings in the UltraTax CS/GoFileRoom
    Configuration
     window before returning to the
    Print Returns
     window.
    note
    If the client information you are sending to GoFileRoom has both a federal and state return, you'll need to select the
    To GoFileRoom
     button one time for each return. By default, all returns that are attached to the client are selected to be sent to GoFileRoom. To send only particular returns, use the
    Print Options
     window to clear the checkboxes for the returns that you don't want sent to GoFileRoom.
    The
    Print to GoFileRoom
     window displays the status of each return sent to GoFileRoom.

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