Excluding the same items from printing in multiple tax return print collations

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  1. In the Return Collation dialog, click the Government tab.
  2. Highlight all of the items that you want to exclude from printing in the government and at least one other collation.

    Note: To highlight multiple items in the list, click the first item you want to exclude, then hold down the CTRL key while clicking all other items you want to exclude.

  3. When all of the appropriate items are highlighted, click the Never option in the Print conditions group box.
  4. Click the Client tab. Notice that the items you highlighted in the Government tab are highlighted here as well. To exclude these items from printing in the client collation, click the Never option in the Print conditions group box.
  5. Click the Preparer tab. Notice that the items you highlighted in the Government tab are highlighted here as well. To exclude these items from printing in the preparer collation, click the Never option in the Print conditions group box.
  6. Click OK.

Tips

  • Use these same steps to reorganize the sequence in which the items print. In the Government tab, highlight the item(s) you want to move, click the Move Up or Move Down button as many times as necessary, click the Client or Preparer tab, then click the Move Up or Move down button while the items remain highlighted.
  • To return to the application default for print conditions and print order, click the Restore Default button and choose CS Default Collation.
  • For the open client only, you can further exclude items that you marked to print As Required (using the Return Collation dialog). To do so, choose File > Print Returns and click the Options button to open the Print Options dialog. Note that items you remove from the print job using the checkboxes in the Print Options dialog are only excluded from a single print job. The next time you print, the job will include all items marked to print in the Return Collation dialog.
  • If you used UltraTax CS last year and customized your print collations, you can proforma the prior-year print collations from the previous version of UltraTax CS. 

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