Spooling returns and other items for later printing

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Returns and other printable paper copy items can be sent to the spooler for later printing. Note that you cannot spool items that are sent to email, PDF file, or web portal.

  1. From the File menu, choose the appropriate print command (such as Print Returns) for the item you want to spool.
  2. Select the items you want to print.
  3. Click the Printer button to open the Select Printer dialog.
  4. In the Printer field, select UltraTax CS Spool from the drop-down list.
  5. Click OK.
  6. Click the Spool button.

When you are ready to print spooled items, select Print Spooled Returns from the File menu.

Note: Spooled returns can only be printed by the user who sent them to the spool. To create printable files from tax returns (or other documents) so another member of your firm can produce printed paper copies, you can select the PDF to file options in the appropriate print dialog, then provide the PDF files to another member of your staff via your internal network, USB drive, or email attachment.

Related topics

Printing overview

Internal notes


Support: When a user creates spool files in UT, those files are associated with the user ID of that staff member and can’t be printed by another user (unless they are on a network and share a single user ID). Those spool files are stored in the \WinCSI\UTyySys folder and have the user's ID as the extension in the filename. 

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