Customizing the tax return print collation

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Follow these steps to set the tax return print collation for all clients of a particular entity type. Note that you can override this collation on a client-by-client basis.

Note: We recommend that you do not customize print collations or proforma prior-year custom print collations until you receive the release scheduled for shipment in late December of each year. The December release will include additional, final government forms, which may cause the application to override any customized print collation.

  1. From the Setup menu, choose the appropriate application type. For example, choose 1040 Individual to edit the print collation for a 1040 return.

    Note: Depending on your security configuration, you might be required to enter the master password and click OK before you can proceed.

  2. Click the applicable federal, state, or Organizer tab.
  3. Click the Tax Return button (or the Organizer button) to open the Return Collation dialog.
  4. Click the Government, Client, or Preparer tab, depending on which collation you want to edit.
  5. By default, each form is marked to print only if required.
    • To always print an item when there is relevant information, highlight the item in the list, then click the Always if data option in the Print conditions group box. (Note that this option is available for certain forms only.)
    • To exclude an item from ever printing, highlight the item in the list, then click the Never option in the Print conditions group box.
  6. The forms, schedules, and client documents are listed in the order that they will print. To change the print order, highlight an item in the list, then click the Move Up or Move Down button to move the item up or down in the list.
  7. Click OK.

Notes

Related topic: Print collations overview

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