New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

1. Choose Setup > Office Configuration.
2. Click the Print Options tab.
3. Click the PDF File Options button.
4. On the Options tab, mark the Print 990 Government copy to a PDF file for public inspection checkbox.
5. To select a specific data location for the PDF, choose Setup > User Preferences and on the File Locations tab, modify the PDF output location for the current year.

UltraTax/990 creates the PDF when you choose File Print Returns and print the Government copy or create an electronic file.

The PDF is password protected. To select the password options, choose Setup > Client Communications and click the Password button in the PDF Delivery Password Options field.

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