Preparing paper organizers for scanning into FileCabinet CS

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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.

If you plan to scan your paper organizers into FileCabinet CS, we recommend that you disable the page shading prior to printing your clients' organizers. To do so, complete the following steps.

  1. In UltraTax CS, choose Setup > Office Configuration > Print Options. (Depending on your UltraTax CS configuration, the Print Options tab may be located under Setup > User Preferences.)
  2. Click Page Layout and Shading.
  3. Click the Organizer tab and adjust the shading to None.

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