Print Returns dialog

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Use this dialog to perform one or more of the following actions.

Tip: Tax return paper collations are determined in the Setup > [Entity] > Tax Return > Return Collation dialog. To override the collation setup for this print job only, click the Options button, select the desired forms and schedules, and click OK.

To open this dialog, click the Print Returns Print button button or choose File > Print Returns.

From this dialog, you can also open other dialogs in which you can perform the following tasks.

Note: The print options you specify in this dialog are saved for the next print job. For example, if you mark the Client copy checkbox and select Client copy with field masking from the adjacent drop-down list, those settings are saved and will be automatically selected the next time you open the Print Returns dialog.

Fields & buttons

Print destinations group box

Unless you are printing to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, click the Printer button.

Click this button to open the Select Printer dialog in which you can change the default printer for UltraTax CS or choose the UltraTax CS Spool for this print job.

Use this drop-down list to choose the FileCabinet CS data location (when printing to FileCabinet CS) or the GoFileRoom drawer (when printing to GoFileRoom) where you want to store the selected documents. This field is available only if you mark the FileCabinet CS or GoFileRoom checkbox, are licensed for FileCabinet CS or GoFileRoom, and have one of the two applications installed.

This field displays the file location where UltraTax CS stores returns printed to PDF. To change this location, click the Browse button to the right of this field and navigate to the desired location.

Other fields and buttons

Mark this checkbox to print a copy of the return using the government collation.

Note: Tax return collations are determined in the Setup > [Entity] > Tax Return > Return Collation dialog. To override the collation setup for this print job only, click the Options button, select the desired forms and schedules, and click OK.

Mark this checkbox to print the government copy of the return to paper. 

Mark this checkbox to create an electronic file for a client's return. When you click the Print (or E-File) button, UltraTax CS creates the file and places it in the appropriate data location. When you click the Preview (or Check E-File) button, UltraTax CS checks for potential errors in the electronic file, but does not create it.

You can select or enter the ERO PIN and signature date for Form 8879, IRS e-file Signature Authorization, in the fields to the right of the Create electronic file checkbox without opening the client's return. When you enter the ERO PIN and signature date in these fields, the corresponding fields on either Screen PIN (1040) for individual clients or Screen ELF for all other clients are updated when you create the electronic file. This feature is useful for entering the 1040 Individual Form 8879 signature date for the ERO, taxpayer, and spouse (if applicable) without having to open the client's return when a signed Form 8879 is returned by the taxpayer.

Notes

  • This checkbox is only available if you marked the Government copy checkbox.
  • If you choose File > Print Returns with one client's return open, the ERO PIN and Signature date, if entered in the client's return, populate the fields to the right of the Create electronic file checkbox.
  • If you choose File > Print Returns and no returns are open, "PIN" displays in the ERO PIN for Form 8879 field.
  • If you choose File > Print Returns, click the Clients buttons, and select multiple clients, "VAR" displays in the ERO PIN for Form 8879 field.
  • Entering information in these fields is optional. Instead of entering information here, you can enter information in the corresponding input screen fields on Screen PIN (1040) for individual clients or Screen ELF for all clients.

Mark this checkbox to print a copy of the return using the client collation.

Notes

  • You can print a paper client copy and select an electronic delivery method at the same time.
  • If you click the Options button, modify the Selected Pages tab, and click OK, the Client copy checkbox on the Print Returns dialog becomes the Print Selected Forms checkbox.
  • Tax return collations are determined in the Setup > [Entity] > Tax Return > Return Collation dialog. To override the collation setup for this print job only, click the Options button, select the desired forms and schedules, and click OK.

Mark this checkbox to print the client copy of the return to paper.

Notes

  • You can print a paper client copy and select an electronic delivery method at the same time.
  • This checkbox is available only on the Print Returns dialog if you marked the Client copy checkbox.

Mark this checkbox to deliver the return electronically via one of the following methods: Web, Email PDF, or PDF to file. 

Notes

  • You can print a paper client copy and select an electronic delivery method at the same time.
  • This checkbox is available only on the Print Returns dialog if you marked the Client copy checkbox.
  • Use the Email To column in the Setup > Client Communication dialog to designate the addresses to which email communications (such as returns and organizers sent via email, email electronic filing acknowledgments, or confirmation emails for web delivery and web organizers) are sent: the taxpayer's, the spouse's, or both.

Mark this option to print the client copy of the return to a Portable Document Format (PDF) file that your clients can access online. If you have enabled the eSignature feature, selecting this option will prepare the return for transmission to the client as an eSignature document.

If you entered your firm's website address on the Web Delivery Options dialog (Setup > Client Communications > Web Delivery Options button) and added the link to your website, your client can open this document by clicking that link. Otherwise, your client will open this document by clicking a link in the email that is automatically generated when you upload the file via CS Connect.

Notes

  • This option is available only on the Print Returns dialog if you marked the Client copy and Electronic delivery checkboxes.
  • Use the drop-down list in the Web Delivery Options dialog, accessible via the Setup > Client Communications dialog, to select which email address (Firm, Preparer, Reviewer, or Staff) UltraTax uses to send clients notification emails about their web organizers and web tax returns. If a client does not have a preparer or staff member assigned, or if the assigned preparer or staff member does not have an email address entered, the firm's email address is used.

Mark this option to print the client copy of the return to a Portable Document Format (PDF) file and attach it to an email message.

Note that you must enter client and firm email addresses and set other email options before using this feature. To do so, choose Setup > Client Communications.

Note: This option is available only on the Print Returns dialog if you marked the Client copy and Electronic delivery checkboxes.

This checkbox, marked by default, enables you to choose whether or not a password will be required to open the PDF version of the return. We recommend that your firm uses passwords whenever you send tax returns to your clients via an email message. Creating unprotected PDF versions of the return is intended for your firm's internal use only.

Note: This option is available only on the Print Returns dialog if you marked the Client copy and Electronic delivery checkboxes.

Mark this checkbox to print a copy of the return using the preparer collation.

Notes

  • If FileCabinet CS, File Drawer, or GoFileRoom is the only destination selected in the Print where group box, the Preparer copy checkbox will be marked by default.
  • Tax return collations are determined in the Setup > [Entity] > Tax Return > Return Collation dialog. To override the collation setup for this print job only, click the Options button, select the desired forms and schedules, and click OK.

Mark this checkbox to print the preparer copy of the return to paper. 

Mark this checkbox if you want to store copies of the selected documents in File Drawer. To access the copies, click the Drawer button in the folders block of an open client in UltraTax CS.

Note: This option is available only if you are not licensed for FileCabinet CS or GoFileRoom.

Mark this checkbox to store copies of the selected documents in Onvio Documents, to FileCabinet CS, or to GoFileRoom, if licensed.

Notes

  • The name of this checkbox changes depending on whether you are licensed for Onvio, for GoFileRoom, or for FileCabinet CS and have the application installed.
  • If you mark only this checkbox and not the Paper checkbox, the Print button at the bottom of this dialog becomes the To Cabinet (for FileCabinet CS) or To Drawer (for GoFileRoom) button. Click this button to print the selected documents to the selected application.

Mark this option to print the preparer copy of the return to a Portable Document Format (PDF) file and store it in the location specified.

Note: If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.

Mark the checkbox if you want to update the client's status when you print. Use the drop-down list to select the status event that you want to log when the client is printed.

Note: This field is not available until you set up custom status events using the Setup > Office Configuration > Status tab.

To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.

Note: By default, the number of copies entered here is retained for subsequent print jobs. To reset the number back to 1, clear the Retain the number of copies selected on the Print dialogs checkbox in the Setup > User Preferences > Misc tab.

By default, UltraTax CS prints the items based on the collation set in the Return Collation or Input Screen Printing dialog. Click this button to open the Print Options dialog which you can use to select different items to print for the open client. (The dialog that opens varies depending on what you are printing.)

Notes

  • UltraTax CS calculates the return before opening the Print Options dialog.
  • You cannot modify the print collation if you are printing items for two or more clients at the same time.

Click this button to open the Select Watermark dialog, which you can use to select a custom watermark that will print based on the tax return collation for which the watermark was designated. See Creating or modifying watermarks for more information.

Click this button to open the Select Clients to Print dialog, in which you can choose the clients whose documents you want to print. By default, UltraTax CS will print the open client's documents.

Note: If you are printing items for two or more clients at the same time, you cannot modify the print collation for this print job.

Click this button to preview forms or input screens before you print them.

Note: This button is not available if you are printing items for two or more clients at the same time.

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