Integration: Printing Fixed Assets CS Reports in UltraTax CS

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Web text: depreport

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 outlined 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

  1. With a client open in Fixed Assets CS, choose File > Print.
  2. Select the reports that your firm would like to print in UltraTax CS.
  3. Click the Profile button, enter a profile name and mark the checkbox to print with the client and/or preparer collation in UltraTax CS.
  4. Click Add.
  5. 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.

  1. 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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