Overriding the print collation for the open client

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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.

By default, UltraTax CS uses the print collations defined in the Return Collation and Input Screen Printing dialogs for all clients. Follow these steps to override the defined collation for the open client.

Note: Completing these steps overrides the print collation for this print job only.

  1. Open the client whose return, input screens, or organizer pages (if you are licensed for UltraTax/1040 Client Organizer) you want to print.
  2. From the File menu, choose either Print Returns or Print Organizers to open the appropriate Print dialog.
  3. Click the desired option in the Print what group box, and then click the Options button.
  4. In the Print Options dialog, mark and clear the checkboxes to indicate which items you want to print.

    Note: If you are printing a return for an 1120S, 1065, 1041, or 5500 client, you can click the Selected Packages tab to view a list of the available shareholders, partners, beneficiaries, or participants. You can then clear the checkbox for any shareholder, partner, beneficiary, or participant whose package you do not want to print.

  5. Click OK to close the Print Options dialog.
  6. In the Print Returns dialog, click the Print button to print the return, input screens, or organizer pages.

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