If your firm licenses both UltraTax CS and Fixed Assets CS, you can print Fixed Assets CS reports from within UltraTax CS. To do so, follow the steps below.
Note: To add the print profiles to multiple clients at one time, use the Template client. For additional information see Setting up the Template.
In Fixed Assets CS
- With a client open in Fixed Assets CS, choose File > Print.
- Select the reports that your firm would like to print in UltraTax CS.
- Click the Profile button, enter a profile name and mark the checkbox to print with the client and/or preparer collation in UltraTax CS.
- Click Add.
- Click Cancel.
In UltraTax CS
When the client is printed in UltraTax CS, the profiles that were selected in Fixed Assets CS to print with the client and/or preparer collation will print with the tax return.
Open the client in UltraTax CS and choose File > Print Returns. Mark the appropriate copy (client or preparer) and click Print or Preview.
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