Verify filing instructions print with extensions

Filing instructions should print with extensions. If the extension prints without filing instructions, verify that you haven't suppressed client documents from printing, and check your return collation print condition settings for extension filing instructions.
To verify that client documents aren't being suppressed from printing, do the following.
  1. Select
    File
    then
    Print Extensions
    .
  2. Select
    Options
    .
  3. Verify that
    Suppress client documents
    isn't selected.
  4. To verify that the filing instructions haven't been suppressed in the return collation print conditions, do the following.
  5. Select
    Setup
    ,
    5500 Benefit Plans
    , then
    Tax Return
    .
  6. Enter
    Extension filing instructions
    in the
    Find what
    field then select
    Find
    .
  7. Select
    Extension Filing Instructions
    from the list, and review the option selected in the
    Print conditions
    group box.
  8. Select the
    Client
    and
    Preparer
    tabs to review your print conditions for those collations.
    note
    By default,
    As required
    is selected for the Government collation. If you proforma’d your print collations from the prior year, UltraTax CS may have overwritten the default settings.

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