Printing client-specific reports from UltraTax CS to FileCabinet CS

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UltraTax CS provides several client-specific reports that can be printed to FileCabinet CS but are not printed from the Print dialog like other UltraTax CS documents. Click any of the following links for details on printing client-specific reports.

FSO (Filing Status Optimization) Report

Form 9325 (Acknowledgement and General Information for Taxpayers Who File Returns Electronically)

Education Expense Optimization Report

Partnership reports

Apportionment reports

Shareholder reports

Multi-state allocation reports

Blank forms or input screens

Note: You can choose the data location for any of these reports by selecting it from the FileCabinet CS field in the FileCabinet CS Documents dialog.

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