Set up and print a folder insert
To set up and print a separate folder insert in UltraTax CS, complete the following steps.
- SelectSetup, thenOffice Configurationand select thePrint Optionstab.
- Select theMailing Slipsheetsbutton.
- In the Slipsheet Format group box, selectLandscape.
- Select theTax Return Coverand/orOrganizer Coverin the Portrait Folder Insert group box.
- For the folder insert to print with the return or client organizer, add it to your return print collation by selectingSetup,1040 Individual, thenOrganizer(or an entity), then select theTax Returnbutton. Find theFolder Insertin the list for the appropriate copy, then mark theAs Requiredoption for the print condition.noteThe folder insert can only be selected when you select the Landscape Slipsheet format.
