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Printing

Print documents to File Drawer

You can send PDF versions of tax returns, extensions, and other printable items to File Drawer if you have licensed and installed UltraTax CS, but haven’t licensed and installed FileCabinet CS or GoFileRoom. Follow these steps to send images to the File Drawer for storage.
  1. Select
    File
     and select what you need to print (for example,
    Print Returns
     or
    Print Extensions
    ).
  2. In the Print Destinations group box, and use the
    File Drawer
     dropdown list to select the desired File Drawer data path (if applicable). If the File Drawer option is not available, verify you don't have FileCabinet CS installed and you don't have a license for the full version.
  3. Mark the
    Preparer copy
     and
    File Drawer
     checkboxes.
  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 the
    Print
     button if you marked the
    Printer
     checkbox).
  7. The
    FileCabinet CS Documents
     window opens and displays a list of the documents being sent to File Drawer. If you are sending a document that is named the same as one already stored in File Drawer, an
    X
     will appear next to the document name. To avoid replacing a document currently stored in File Drawer, use this window to rename the document you are sending or mark the
    Rename duplicate names to prevent overwriting
     checkbox on the
    FileCabinet CS Documents
     window. All returns attached to the client are selected by default. To print only selected returns, clear the checkboxes of the returns you don’t want sent to File Drawer.
  8. Select
    OK
     to send the document to File Drawer, then close the open windows.
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