Printing statements based on corresponding tax form

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Follow these steps to print all statements for Schedule A, for example, and then begin a new page to print all statements for Schedule B, and so on.

  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 Paginate statements by tax form checkbox.
  3. Click Done or OK.

Related topics

Setting print options

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