Mailing Slipsheets dialog

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

Use the options in this dialog to set various printing options for mailing slipsheets.

To open this dialog, click the Mailing Slipsheets button in the Print Options tab.

Fields & buttons

Use the options in this group box to specify the conditions in which mailing slipsheets should print.

  • Mark the Per each product's Tax Return collation option to print slipsheets as specified in each UltraTax CS application's Print Collation dialog. (To access a Print Collation dialog, choose Setup > [Entity], click the appropriate tab, then click the Tax Return button.)
  • Mark the Suppress tax authority slipsheets option to prevent UltraTax CS from printing mailing slipsheets addressed to all taxing authorities.
  • Mark the Suppress client mailing slipsheets option to prevent UltraTax CS from printing mailing slipsheets addressed to the client.
  • Mark the Suppress all slipsheets option to prevent UltraTax CS from printing any mailing slipsheets, regardless of each application's print collation settings.
  • Mark the Print barcodes checkbox to have UltraTax CS print a barcode for the "To" address on all mailing slipsheets.

Use the options in this group box to determine the layout of the printed addresses on the slipsheet. Click either Vertical, Bulk, Offset, or Landscape to fit the windowed envelopes you use for mailing.

Mark this checkbox to print a folder insert (the first page within the folder cover) for the printed 1040 Client Organizer.

Mark this checkbox to print a folder insert (the first page within the folder cover) for the printed tax return.

Note: The folder insert is useful only when you use cover folders (which use portrait orientation) and landscape mailing envelopes. When using portrait envelopes, the client mailing slipsheet serves as both the slipsheet and folder insert.

Use the options in this group box to determine the layout of the printed addresses on the folder insert. Click Vertical or Offset to fit the windowed folder covers that you use.

Related topics

Print Options tab

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