Client's organizer prints at the end of the tax return

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

If you are licensed for FileCabinet CS, have marked the Paper checkbox in the Include Source documents in client copy of tax return group box on the Setup > Office Configuration > FileCabinet CS tab, and the organizer was previously printed to the same folder as the Source Documents in FileCabinet CS, the organizer may print at the end of the tax return. 

To resolve this issue, complete the following steps.

  1. Clear the Paper checkbox on the Setup > Office Configuration > FileCabinet CS tab in UltraTax CS.
  2. Move the Organizer into a different folder in FileCabinet CS than the Source Documents.

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