Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Print Returns

Use this window to perform one or more of the following actions.
  • Print (or spool) federal and state tax returns.
  • Create a client's electronic return using the Electronic Filing tool.
  • Send tax returns to File Drawer, FileCabinet CS (if licensed), or GoFileRoom (if licensed).
  • Send returns to clients as Portable Document Format (PDF) files and as password protect PDF files.
    • Send returns to SafeSend (if enabled)
    • Send returns to SurePrep (if enabled)
  • Send returns to NetClient CS (if licensed).
To open this window, select
Print Returns
, or
File
, then
Print Returns
.
From this window, you can also open other windows in which you can perform the following tasks.
  • To define print collations for returns, select
    Options
     in the Print Returns window to override the print collation for this print job.
  • To select watermarks for use on printed or electronically delivered tax returns, select
    Watermark
    . To define watermarks, select
    Setup
    ,
    Office Configuration
    ,
    Print Options
    , and then the
    Watermarks
     window or tab.
  • Select the clients for whom you want to print returns.

Fields & buttons

Print destinations

Unless you are printing to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, select
Printer
.
Select this button to open the
Select Printer
 window. Here you can change the default printer for UltraTax CS or select the UltraTax CS Spool for this print job.
Use this dropdown list to select the FileCabinet CS data location (when printing to FileCabinet CS) or the GoFileRoom drawer (when printing to GoFileRoom) where you want to store the selected documents. This field is available only if you mark the
FileCabinet CS
 or
GoFileRoom
 checkbox, are licensed for FileCabinet CS or GoFileRoom, and have one of the 2 applications installed.
This field displays the file location where UltraTax CS stores returns printed to PDF. To change this location, select
Browse
 next to the field and go to the location.

Other fields and buttons

Mark this checkbox to print a copy of the return using the government collation.
Mark this checkbox to print the government copy of the return to paper.
Mark this checkbox to create an electronic file for a client's return. When you select
Print
 (or
E-File
), UltraTax CS creates the file and places it in the correct data location. When you select
Preview
 (or
Check E-File
), UltraTax CS checks for potential errors in the electronic file, but doesn’t create it.
You can select or enter the ERO PIN and signature date for Form 8879, IRS e-file Signature Authorization, in the fields next to the
Create electronic file
 checkbox without opening the client's return. When you enter the ERO PIN and signature date in these fields, the corresponding fields on either the PIN screen (1040) for individual clients or the ELF screen for all other clients are updated when you create the electronic file. This feature is useful for entering the 1040 Individual Form 8879 signature date for the ERO, taxpayer, and spouse without having to open the client's return when a signed Form 8879 is returned by the taxpayer.
Mark this checkbox to create a PDF (Portable Document Format) file of the Government copy of the tax return. To customize the naming conventions for the PDF file, select
Setup
,
Office Configuration
,
Print Options
, then
PDF File Options
. If your security configuration enables individual users to set their own print options, this window opens by selecting
Setup
,
User Preferences
,
Print Options
, then
PDF File Options
.
Mark this checkbox to print a copy of the return using the client collation. To print the client copy with sensitive information concealed, select
Client copy with field masking
 from the dropdown list.
Mark this checkbox to print the client copy of the return to paper.
Mark this checkbox to deliver the return electronically via any of the following methods: Web, Email PDF, PDF to file, SafeSend or SurePrep.
Mark this option to print the client copy of the return to a Portable Document Format (PDF) file that your clients can access online. If you have enabled the eSignature feature, selecting this option will prepare the return for transmission to the client as an eSignature document.
If you entered your firm's website address on the Web Delivery Options window (Setup, Client Communications, then Web Delivery Options button) and added the link to your website, your client can open this document by choosing that link. Otherwise, your client will open this document by selecting a link in the email that is automatically generated when you upload the file via CS Connect.
Mark this option to print the client copy of the return to a Portable Document Format (PDF) file and attach it to an email message.
Note that you need to enter client and firm email addresses and set other email options before using this feature. To do so, select
Setup
 then Client Communications.
This checkbox, marked by default, enables you to choose whether or not a password will be required to open the PDF version of the return. We recommend that your firm uses passwords whenever you send tax returns to your clients via an email message. Creating unprotected PDF versions of the return is intended for your firm's internal use only.
Mark this checkbox to print a copy of the return using the preparer collation. To print the preparer copy with sensitive information concealed, select
Client copy with field masking
 from the dropdown list.
Mark this checkbox to print the preparer copy of the return to paper.
Mark this checkbox if you want to store copies of the selected documents in File Drawer. To access the copies, select the
Drawer
 button in the folders block of an open client in UltraTax CS.
Mark this checkbox to store copies of the selected documents in Onvio Documents, to FileCabinet CS, or to GoFileRoom, if licensed.
Mark this option to print the preparer copy of the return to a Portable Document Format (PDF) file and store it in the location specified.
Mark the checkbox if you want to update the client's status when you print. Use the dropdown list to select the status event that you want to log when the client is printed.
To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.
By default, UltraTax CS prints the items based on the collation set in the Return Collation or Input Screen Printing window. Select this button to open the Print Options window which you can use to select different items to print for the open client. (The window that opens varies depending on what you are printing.)
Select this button to open the Select Watermark window, which you can use to select a custom watermark that will print based on the tax return collation for which the watermark was designated. See Creating or modifying watermarks for more information.
Select this button to open the Select Clients to Print window, in which you can choose the clients whose documents you want to print. By default, UltraTax CS will print the open client's documents.
If you are printing items for two or more clients at the same time, you can't modify the print collation for this print job.
Select this button to preview forms or input screens before you print them.

This article applies to:

  • Product: UltraTax CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close