Printing tax returns and extensions overview

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UltraTax CS enables you to print tax returns and extensions in a variety of ways. What follows is a suggested method for printing returns and extensions.

  1. Proforma the print collation from last year, if applicable. Whether or not you proforma, verify or edit your print collation.
  2. Decide whether or not to make the following modifications.
  3. Decide if you want to include alternate preparer information.
  4. Choose an alternate format in which you want the information to print.
  5. Print the returns and extensions.
  6. If applicable, store documents in FileCabinet CS, File Drawer, or GoFileRoom.

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