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

To print the FSO (Filing Status Optimization) Report to FileCabinet CS (1040 clients only):

  1. Click the Print button in the Filing Status Optimization dialog.
  2. Mark the Store image in FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

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

To print Form 9325 (Acknowledgement and General Information for Taxpayers Who File Returns Electronically) to FileCabinet CS:

  1. In the Electronic Filing Status dialog, select each client for whom you want to print Form 9325. Use the SHIFT and CTRL keys to select multiple clients.
  2. Click the Printer button and select Print 9325.
  3. Mark the Store image in FileCabinet CS checkbox.
  4. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Education Expense Optimization Report

To print the Education Expense Optimization Report to FileCabinet CS:

  1. Click the Print button in the Education Expense Optimization dialog.
  2. Mark the Store image in FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Partnership reports

To print Partnership reports to FileCabinet CS (1065 clients only):

  1. In the Partner Information window, choose File > Print Reports.
  2. Mark the FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Apportionment reports

To print Apportionment reports to FileCabinet CS (1120,1065, and 990 clients only):

  1. In the Apportionment Information window, choose Apportionment > Print Reports.
  2. Mark the Store image in FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Shareholder reports

To print Shareholder reports to FileCabinet CS (1120 clients only):

  1. In the Shareholder Information window, choose Shareholder > Print Reports.
  2. Mark the Store image in FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Multi-state allocation reports

To print Multi-state allocation reports to FileCabinet CS (1040 clients only):

  1. In the Multi-state Allocation window, click the Print button to open the Print Reports dialog.
  2. Mark the Store image in FileCabinet CS checkbox.
  3. Click the Print button (or the To Cabinet button if a printer is not also selected as a destination).

Blank forms or input screens

To print blank forms or input screens to FileCabinet CS:

  1. In the Blank Forms / Input Screens dialog, mark the Store image in FileCabinet CS checkbox.
  2. Click the To Cabinet button.

    Note: Blank forms and input screens are stored in the $GLOBAL drawer in FileCabinet CS.



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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