Print collations overview

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

You can use the Return Collation dialog to change the default print order of documents, to force items to print, to exclude items from printing, and to proforma customized print collations from the prior year.

  1. If applicable, proforma the tax return print collations you used in the prior year. Then, review the print collations and determine if you want to make changes.
  2. If you want to change a print collation, determine which one you want to customize.
  3. Determine if you want to make other modifications to the print collation, such as overriding the print collation for the open client, excluding the same items from printing in multiple tax return print collations, or printing a separator page between collations.

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Printing overview

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