Printing documents to FileCabinet CS

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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.

Images of tax returns, extensions, and other printable items can be sent to FileCabinet CS if you have licensed FileCabinet CS and have it installed. Follow these steps to send images to FileCabinet CS for storage.

  1. Choose File > Print Returns or File > Print Organizers to open the appropriate dialog.
  2. Mark the FileCabinet CS checkbox and use the adjacent drop-down list to choose the desired FileCabinet CS data path (if applicable).

    Tip: To send a document to both FileCabinet CS and your printer simultaneously, mark both the Printer checkbox and the FileCabinet CS checkbox. The To Cabinet button becomes the Print button.

  3. In the Print what group box, select the item (for example, Tax Return) you want to send to FileCabinet CS.

    Note: The options you set in the Setup > [Entity] > Tax Return > Preparer tab are used to determine the content of the copy of the tax return sent to FileCabinet CS. To further customize the copy of the tax return sent to FileCabinet CS, click the Options button in the Print dialog, and then click the Selected Pages tab of the Print Options dialog.

  4. Select the clients for whom you want to send the selected item.
  5. If desired, mark the Log Event checkbox and select the status event you want to log when the item is sent.
  6. Click the To Cabinet button (or the Print button if you marked the Printer checkbox) at the bottom of the dialog.

    Note: If you choose to print a copy of the return in addition to sending the document to FileCabinet CS, you can click the Preview button to preview the item you are sending and printing. It is important to remember that clicking the Print Page or Print All buttons in the preview window does not send documents to FileCabinet CS; you must click the Print button on the Print Returns dialog.

  7. The FileCabinet CS Documents dialog opens and displays a list of the documents being sent to FileCabinet CS. If you are sending a document that is named the same as one already stored in FileCabinet CS, an X will appear next to the document name. To avoid overwriting a document currently stored in File Drawer, use this dialog to rename the document you are sending or mark the Rename duplicate names to prevent overwriting checkbox on the FileCabinet CS Documents dialog.

    Note: By default, all returns that are attached to the client are selected to be sent to FileCabinet CS. To print only particular returns, clear the checkboxes for the returns that you do not want sent to FileCabinet CS.

  8. Click OK to send the document to FileCabinet CS and close the open dialogs.

Tip: Click the Drawer button in the folders block to view FileCabinet CS documents from within UltraTax CS.

Related topic: Storing UltraTax CS documents

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