Print input screens with client data

  1. Select
    File
    , then
    Print Input Screens
    to open the
    Print Input Screens
    window.
  2. To print input screens for any client other than the open client, select the
    Clients
    button, select the clients, then select
    OK
    .
  3. By default, UltraTax CS prints the input screens as determined in the
    Input Screen Printing
    window.
    To open the
    Input Screen Printing
    window:
    1. Select the application type from the
      Setup
      menu. For example, select 1040 individual if you want to edit the collation for 1040 input screens.
    2. Select the federal or state tab.
    3. Select the
      Input Screens
      button and select
      Input Screen Printing
      from the dropdown list.
    To change the print collation for the open client and only for this print job, select the
    Options
    button, select the input screens, and select
    OK
    .
  4. Mark the checkboxes to print the input screens to paper, to digital storage (in File Drawer, FileCabinet CS, or GoFileRoom, if licensed), or to a PDF file. Use the fields in the Print destinations group box to determine the data location for the digital storage copy or the file location for the PDF.
  5. Select the
    Print
    button.
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