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Add criteria-based print conditions

The client documents provided with UltraTax CS contain pre-defined print conditions, but you can add your own print conditions. The print conditions include variables; when you select text within a document and select
Format
 then
Print If
, that particular text prints only if the condition you select is true for the client. For example, you can set up a condition that compares a variable (such as AGI) to an amount or to another variable.
Do the following to add print conditions.
  1. Select
    Setup
     then the entity (for example, 1040 Individual).
  2. Select the federal or state tab.
  3. Select the document type (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Find the document you want to edit then select
    Open
    .
  5. Select the text in the document you want to print only when clients meet specified criteria.
  6. Select
    Format
     then
    Print If
    .
  7. Select
    New
    .
  8. Enter a name in the
    Name of print condition
     field.
  9. If you want the statement to compare variables to amounts (such as comparing AGI to $100,000), complete the following steps. Otherwise, go to the next step.
    1. From the
      If
       field in the Variable to Amount Comparisons section, select the variable (such as [AGI]).
    2. From the next field, select a conditional operator (such as greater than).
    3. In the next field, enter the amount (such as $100,000).
  10. If you want the statement to compare variables to variables (such as [net overpayment] to [to refund]), complete the following steps. Otherwise, go to the next step.
    1. From the
      If
       field in the Variable to Variable Comparisons group, select the variable (such as [net overpayment]).
    2. From the next field, select a conditional operator (such as equals).
    3. From the next field, select another variable (such as [to refund]).
  11. Use the
    Electronic funds transfer
     field to set up a print condition based on electronic filing criteria set in the
    EFT Payment
     fields in the client's Letter screen.
  12. Use the
    Return type
     field to restrict this print condition to a specific type of return (such as 1040-A or 1040-EZ).
  13. Use the
    Entity type
     field to restrict this print condition to an entity type (such as 1120 C Corporation or 1120 S Corporation).
  14. If you'll use the current print if statement for custom paragraphs that will print in filing instructions either printed separately or combined, and in slipsheets printed vertically, offset, or bulk, select the option from the
    Document Format
     field. If you won't use the current print if statement in both types of instructions, go to the next step.
  15. Select
    Description
     to enter a ToolTip for the current print if statement. This ToolTip will appear when you hover your cursor over the current print if statement in the Document Editing window.
  16. Select
    OK
    .
    The print condition you added now displays in the list in the Print If window.
  17. Do 1 of the following:
    • To attach this statement to the text selected in step 5, select
      OK
      .
    • To close the Print if window without attaching this statement to any text, select
      Cancel
      .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1065 Partnership
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