Printing all client data in bold

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Follow these steps if you want all the data that you entered in the input screens to print in bold on the returns, extensions, UltraTax/1040 Client Organizer pages, and input screens.

  1. Depending on whether UltraTax CS is set up for office-wide or user-defined print options, do one of the following:
    • Office-wide print options: Choose Setup > Office Configuration; if required, enter the master password and click OK; and then click the Print Options tab.
    • User-defined print options: Choose Setup > User Preferences and then click the Print Options tab.

      Note: This tab is available only if you are licensed for the network version of UltraTax CS.

  2. In the Print Options dialog or tab, mark the Print client data in bold font checkbox.
  3. Click Done or OK.

Note: Completing these steps do not affect the printing of letters, filing instructions, and invoices. These documents will not print in bold unless you apply bold to the selected text.

Related topics

Setting print options

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