Preparing paper organizers for scanning into FileCabinet CS

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

If you plan to scan your paper organizers into FileCabinet CS, we recommend that you disable the page shading prior to printing your clients' organizers. To do so, complete the following steps.

  1. In UltraTax CS, choose Setup > Office Configuration > Print Options. (Depending on your UltraTax CS configuration, the Print Options tab may be located under Setup > User Preferences.)
  2. Click Page Layout and Shading.
  3. Click the Organizer tab and adjust the shading to None.

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