Print Extensions dialog

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Use this dialog to print a tax return extensions on paper or to create an electronic copy of the extension forms in PDF format. You can also store a copy of the client's extension forms in FileCabinet CS (if licensed), GoFileRoom (if licensed), or File Drawer. 

To open this dialog, choose File > Print Extensions.

From this dialog, you can also open other dialogs in which you can perform the following tasks.

Fields & buttons

Print destinations group box

Unless you are printing to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, click the Printer button.

Click this button to open the Select Printer dialog in which you can change the default printer for UltraTax CS or choose the UltraTax CS Spool for this print job.

Use this drop-down list to choose the FileCabinet CS data location (when printing to FileCabinet CS) or the GoFileRoom drawer (when printing to GoFileRoom) where you want to store the selected documents. This field is available only if you mark the FileCabinet CS or GoFileRoom checkbox, are licensed for FileCabinet CS or GoFileRoom, and have one of the two applications installed.

This field displays the location where UltraTax CS will store extensions printed to PDF. Click the Browse button adjacent to this field to select the destination for the PDF file.

Note: If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.

Mark this checkbox to print the extensions for the selected client(s) to paper via the printer specified in the Print destinations group box.

Mark this checkbox to create the electronic file for a client's extension. When you click the Print (or E-File) button, UltraTax CS creates the file and places it in the appropriate data location. When you click the Preview (or Check E-File) button, UltraTax CS checks for potential errors in the electronic file, but does not create it.

Mark this checkbox to store copies of the extensions in either FileCabinet CS or GoFileRoom, if licensed.

Notes

  • The name of this checkbox changes depending on whether you are licensed for GoFileRoom or for FileCabinet CS and have the application installed.
  • If you mark only this checkbox and not the Printer checkbox, the Print button at the bottom of this dialog becomes the To Cabinet (for FileCabinet CS) or To Drawer (for GoFileRoom) button. Click this button to print the selected documents to the selected application.

Mark this checkbox if you want to store copies of the selected documents in File Drawer. To access the copies, click the Drawer button in the folders block of an open client in UltraTax CS.

Note: This option is available only if you are not licensed for FileCabinet CS or GoFileRoom.

Mark this checkbox to deliver the extension electronically as an eSignature document or a PDF file. 

Note: You can print a paper copy and select an electronic delivery method at the same time.

Mark this checkbox to print the extensions for the selected client(s) to a PDF file that UltraTax CS will store in the location specified in the Print destinations group box.

This checkbox, marked by default, enables you to choose whether or not a password will be required to open the PDF version of the extension. We recommend that your firm uses passwords whenever you send returns or extensions to your clients via an email message. Creating unprotected PDF versions of these documents is intended for your firm's internal use only.

Note: This option is available only on the Print Extensions dialog if you marked the Electronic delivery checkbox.

Mark the checkbox if you want to update the client's status when you print. Use the drop-down list to select the status event that you want to log when the client is printed.

Note: This field is not available until you set up custom status events using the Setup > Office Configuration > Status tab.

To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.

Note: By default, the number of copies entered here is retained for subsequent print jobs. To reset the number back to 1, clear the Retain the number of copies selected on the Print dialogs checkbox in the Setup > User Preferences > Misc tab.

By default, UltraTax CS prints the items based on the collation set in the Return Collation dialog. Click this button to open the Print Options dialog, which you can use to select different items to print for the open client.

Note: You cannot modify the print collation if you are printing items for two or more clients at the same time.

Click this button to open the Select Clients to Print dialog, in which you can choose the clients whose extensions you want to print. By default, UltraTax CS will print the open client's extension.

Note: If you are printing items for two or more clients at the same time, you cannot modify the print collation for this print job.

Click this button to preview the selected extension before printing. If you marked the Create electronic file checkbox only, this button is called Check E-File and will cause UltraTax CS to check for potential errors in the electronic file, but will not create it.

Note: This button is not available if you are printing items for two or more clients at the same time.

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