Printing the Notes to Preparer after importing the client's organizer data

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Notes to Preparer contain any additional data that was entered by the client. After accepting the data, you can print the Notes to Preparer by clicking the Print Current Page Print Current Page button button in the toolbar or pressing CTRL+1 on Screen Notes under the General folder. 

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