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PDF File Options tab

Use this window to configure the filenames that UltraTax CS assigns to tax returns, extensions, and client or business organizers printed to Portable Document Format (PDF) files. Each box in the File Name Variables list corresponds to a variable that can be used in the PDF filename. You can use the associated dropdown list for each variable to determine whether it's included in the filename and to set the position of that variable. This window also includes a
File Name Example
 box so you can preview your settings.
To open this window, select Setup, Office Configuration, select the Print Options tab, then select PDF File Options.
You can customize the filename of a tax return, extension, organizer or input screen document (the content of the Document Name variable) via the Document Names tab on this PDF File Options window.

Fields and buttons

The
File Name Variables
 list contains the variables (such as Client ID, Tax Year, or Date Printed) that can make up the PDF file name that UltraTax assigns to a tax return, extension, or organizer. Use the
Variable Position
 dropdown list next to each variable to determine the position (if any) of that variable in the PDF filename.
Select this to restore the variable selection and position settings to their defaults. Doing so will place the
Client ID
 variable in Position 1, the
Tax Year
 in Position 2, the
Document Name
 in Position 3, and the
K1 Recipient Name
 set to After Client ID. The other variables are not available by default.
Mark this checkbox to have 990 returns print a second copy of the federal return to PDF with the donor information suppressed for public inspection. PDF files are created to the PDF output location specified in Setup, User Preferences, File Locations tab.
Mark this checkbox to have UltraTax CS print separate PDF files for the electronic client copy of the federal and state returns. This does not apply to K1 recipient pdf packages.

This article applies to:

  • Product: UltraTax CS
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