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Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
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Print tax returns
- SelectFile, thenPrint Returnsto open thePrint Returnswindow.
- Select the checkbox for each collation (government, client, or preparer) that you want to print.note
- The delivery method will default to the client's delivery preference as specified in theSetup, thenClient Communicationswindow. When printing a single return, the delivery method can be changed for the current print job by marking thePaper,Email PDF,PDF to File, orWeboptions.
- You can print a paper client copy and select an electronic delivery method at the same time.
- If necessary, select theCreate electronic filecheckbox.
- To print returns for any client other than the open client, select theClientsbutton, select your clients, and selectOK.
- To print only a single state or federal return or to change the print collation for the open client and only for this print job, selectOptions, select the tax returns, forms, and schedules, and selectOK.note
- By default, UltraTax CS prints the forms and schedules as determined in theReturn Collationwindow.
- You can't select different forms and schedules for printing or specify different client copy delivery methods if you are printing returns for two or more clients.
- To print the return to File Drawer, FileCabinet CS, GoFileRoom, or Onvio in addition to your printer, select the corresponding checkbox and use the dropdown list to select the storage location.
- SelectPrint.note
- You can print forms with a watermark and print blank forms without client data.
- To spool returns for later printing, selectPrinter, selectUltraTax CS Spoolfrom thePrinterfield, then selectOK.
- You can change or completely delete the information that prints in the preparer's block section of the open client's return.
- You can print a paper copy for your client and select an electronic delivery option at the same time.