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Include source documents when delivering tax returns to clients

If you have a license for FileCabinet CS and use it to store scanned images of client source documents, UltraTax CS can include those source documents with the client copy of a tax return when you deliver the return to the client. To do so, complete the following one-time setup steps, then complete the steps to create and deliver the final tax return via a NetClient CS portal, a PDF file, an email attachment, or by printing on paper.
One-time setup in UltraTax CS
Complete this one-time setup process to configure UltraTax CS to include the client's source documents with the tax return when transmitting the return to NetClient CS.
  1. Select
    Setup
    ,
    Office Configuration
    , then select the
    FileCabinet CS
     tab.
  2. In the
    Include Source documents in client copy of tax return
     group box, mark the checkboxes (
    Web
    ,
    Email PDF
    ,
    PDF to File
    , or
    Paper
    ) to select the return delivery methods with which you want to include source documents.
  3. To select the FileCabinet CS folder containing the source documents, do 1 of the following:
    • If your clients' source documents are stored in the default UltraTax CS folder, mark the
      Current FYE folder
       checkbox.
    • If your clients' source documents are stored in a different folder, mark the
      User-defined folder
       checkbox, then choose
      Select Folder
       and go to the FileCabinet CS drawer. Then, select
      OK
       to close the
      Select Folder
       window.
  4. Select
    OK
     to close the
    Office Configuration
     window. UltraTax CS is now configured to include source documents in the client copy of a tax return when you deliver the return via the method selected on the
    FileCabinet CS
     tab.
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