Client's organizer prints at the end of the tax return

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

If you are licensed for FileCabinet CS, have marked the Paper checkbox in the Include Source documents in client copy of tax return group box on the Setup > Office Configuration > FileCabinet CS tab, and the organizer was previously printed to the same folder as the Source Documents in FileCabinet CS, the organizer may print at the end of the tax return. 

To resolve this issue, complete the following steps.

  1. Clear the Paper checkbox on the Setup > Office Configuration > FileCabinet CS tab in UltraTax CS.
  2. Move the Organizer into a different folder in FileCabinet CS than the Source Documents.

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