2018 UltraTax CS
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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.
Follow these steps to set the tax return print collation for all clients of a particular entity type. Note that you can override this collation on a client-by-client basis.
Note: We recommend that you do not customize print collations or proforma prior-year custom print collations until you receive the release scheduled for shipment in late December of each year. The December release will include additional, final government forms, which may cause the application to override any customized print collation.
- From the Setup menu, choose the appropriate application type. For example, choose 1040 Individual to edit the print collation for a 1040 return.
Note: Depending on your security configuration, you might be required to enter the master password and click OK before you can proceed.
- Click the applicable federal, state, or Organizer tab.
- Click the Tax Return button (or the Organizer button) to open the Return Collation dialog.
- Click the Government, Client, or Preparer tab, depending on which collation you want to edit.
- By default, each form is marked to print only if required.
- To always print an item when there is relevant information, highlight the item in the list, then click the Always if data option in the Print conditions group box. (Note that this option is available for certain forms only.)
- To exclude an item from ever printing, highlight the item in the list, then click the Never option in the Print conditions group box.
- The forms, schedules, and client documents are listed in the order that they will print. To change the print order, highlight an item in the list, then click the Move Up or Move Down button to move the item up or down in the list.
- Click OK.
Notes
- To narrow the list of items, click an option in the Focus group box at the top of this dialog.
- To search for forms and schedules in the collation list, enter the form or schedule in the Find what field, and click the Find / Next button.
- You can quickly exclude the same items from printing in multiple collations or reorganize the sequence in which the items print in multiple collations. For more information, see Excluding the same items from printing in multiple tax return print collations.
- To return to the application default for print conditions and print order, click the Restore Default button.
- To have UltraTax CS print a copy of the highlighted item when it is stored in FileCabinet CS, mark the Print on paper when storing in FileCabinet CS checkbox. You will see this checkbox in the Preparer tab only if you are licensed for FileCabinet CS and have it installed.
- You can customize the return print collation for electronically filed returns and customize the print collation for shareholder, partner, beneficiary, and participant packages.
Related topic: Print collations overview
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