Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Organizer setup and options

Create an Action Items PDF

When you send electronic versions of tax returns or organizers to your client, you can create a separate PDF attachment to call attention to pages. These are mostly pages where you need a client's signature, like bank authorization forms or consent forms.
This Action Items PDF will only create for the organizer if you're sending it to them via email, PDF to file, or Web. It'll create for tax return if you're e-filing it and sending an electronic copy to your client via email, PDF to file, or Web.
Before you can create an Action Items PDF, you'll want to make sure you've included the correct documents in it.
  1. Go to
    Setup
     and select an entity.
  2. For the Action Items PDF with the tax return:
    1. Select the
      Tax Return
       button on the
      Federal
       tab.
    2. On the
      Government
       tab, select the form you want to include in the PDF.
    3. Make sure the Print condition is set to
      As required
       or
      Always if data
      .
    4. In the
      When filing electronically
       section, select
      Include in Email/Web attachment
      .
  3. For the Action Items PDF with the organizer:
    1. Select the
      Organizer
       button on the
      Organizer
       tab.
    2. Make sure the Print condition is set to
      Always
       or
      If data
      .
    3. Select
      Include in electronic org
       and
      Action Items PDF
      .
  4. Select
    OK
     twice to save your changes.
Once you have pages marked, a separate PDF will generate when you electronically deliver an organizer and/or when you electronically deliver a client's tax return that you're also e-filing.
note
The PDF will only print with the tax return when you're creating the e-file and the electronic client copy simultaneously.

This article applies to:

  • Product: UltraTax CS
  • Subject: Organizer,Setup

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close