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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.

Question

The Filing Status Optimization utility determined that married filing jointly status will generate a greater tax savings. How can I prevent the Filing Status Optimization Summary Report from printing with the return and appearing on the invoice?

Answer

To suppress printing of the Filing Status Optimization Summary Report after the optimization has been performed, choose Utilities > Filing Status Optimization in the Filing Status Optimization dialog and mark the Suppress printing of FSO report with the married filing joint tax return checkbox.

Related topic: Filing Status Optimization utility FAQs (1040)

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