Return Collation dialog

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Use this dialog to change the default print order of the forms, to force certain forms and schedules to print, to exclude forms and schedules from printing, and to proforma print collations from the prior-year version of UltraTax CS. There are separate print collations for the government, client, and preparer copies of tax returns. For 1040 or business client organizers, only the client collation is available.

To open this dialog, click the Tax Return button in one of the tabs in the Product Information dialog. For example, if you open this dialog via the 1040 Federal tab, you are changing the tax return print collation for all 1040 federal clients.

Notes

  • The return collations you define here apply to all clients, but if you are printing a return for one client only, you can override this collation using the Print Options dialog.
  • You can use this dialog to customize the print collation for the paper copy of electronic filing returns, as well as the collation for Shareholder, Partner, Participant, or Beneficiary packages.

Fields & buttons

Use this group box to limit the list of forms, schedules, documents, and so on for this return.

  • All: Lists all items for this return.
  • Client documents: Limits the list to the client documents (such as mailing slipsheets, transmittal letters, and filing instructions) available for this return.
  • Pages that can be forced to print: Limits the list to those return items that you can force to print. To do so, select the Always if data option in the Print conditions group box.
  • Pages added since prior year: Limits the list to those documents that are new in the current year application.
  • Statements: Limits the list to the statements (both regular and custom) for this return.
  • Reports & worksheets: Limits the list to the reports, worksheets, to do notes, and review notes available for this return.
  • Shareholder / Partner / Bene / Participant Package: Limits the list to those return items that make up the Shareholder Package (for 1120 S clients), the Partner Package (for 1065 clients), the Participant Package (for 5500 clients) or the Beneficiary Package (for 1041 clients). Note that this option only appears if you opened the Return Collation dialog via the 1120, 1065, 5500, or 1041 Product Information dialog.

Use this field to enter a search term to locate a specific item in the list, then click the Find button.

Click the Find button to search the collation list for the term entered in the Find what field. This button changes to Next after the first instance of the search term is located. Click Next to continue searching the collation list and locate further instances of the specified search term.

Lists all available forms, schedules, documents, and so on for this return based on the criteria designated in the Focus group box. By default, each item is marked to print only if required for the client.

Click the appropriate tab to modify the return print collation for the government, client, or preparer copies of the tax return. UltraTax CS will display a dot on each tab (shown below) if that collation has been customized. (For 1040 or business client organizers, only the Client tab is available.) 

Print Collation tabs

  • Click the As required option to have UltraTax CS print the currently highlighted item only if it is required.
  • Click the Never option to prevent the currently highlighted item from ever printing.
  • Click the Always if data option to force UltraTax CS to always print the currently highlighted item when there is relevant information. This option is not available for all return items.

Notes

  • The print conditions only apply to the collation you are currently modifying, as indicated by the tab you are using.
  • The collation set here applies to all clients of this entity type. To select and deselect which items to print for the open client, select File > Print Returns and click the Options button.

When filing electronically

Note: These fields do not apply to 1040 or business client organizers.

Mark this checkbox to have UltraTax CS include the highlighted item in the print collation for the paper copy of an electronically-filed return.

Notes

  • If this checkbox is marked, the highlighted item will print for the government collation as long as the print condition is not Never.
  • If this checkbox is not marked, the highlighted item will not print regardless of the print conditions.

Mark this checkbox to include the highlighted item in a second attachment when the client copy of the tax return is delivered via email, file, or web portal. Note that this attachment is only created when the return is being filed electronically and when the government copy is not being printed to paper.

Note: This checkbox is available only for the Government collation.

Mark this checkbox to have UltraTax CS print the highlighted item to paper when you print the return to FileCabinet CS. If this checkbox is not marked and you print to FileCabinet CS, you will not get a paper copy of this item in the preparer copy of the return.

Note: This checkbox is available only on the Preparer tab and is only enabled if you are licensed for FileCabinet CS and have it installed.

Other fields & buttons

The items are listed in the order in which they will print. To move an item up in the list, highlight the item, and then click this button. Note that the longer you hold down this button, the faster the highlighted item will move through the list.

The items are listed in the order in which they will print. To move an item down in the list, highlight the item, and then click this button. Note that the longer you hold down this button, the faster the highlighted item will move through the list.

Click this button to restore either the UltraTax CS default collation or, if applicable, the prior-year custom collation. Note that you can only restore prior-year collation defaults if:

  • you customized the print collation in the previous year's version of UltraTax CS, and
  • you proforma'd those custom collations into the current-year application.

Note: UltraTax CS restores the defaults for the selected collation only. To restore the defaults for a different collation, click the appropriate tab in this dialog, and then click this button again.

Click this button to print a Collation Report containing the items included in the Government, Client, or Preparer collation list. The report lists the name of the items, their print conditions, and the "Print on paper when" options.

Note: The following fields appear only if you clicked the Organizer button in the Organizer tab to open this dialog.

To include an organizer form in PDF or web client organizers, select the desired form in the list and then mark this checkbox.

Notes

  • To exclude an organizer form from the print collation, select the desired form in the list and then clear this checkbox.
  • This field appears only if you clicked the Organizer button in the 1040 Individual or a business entity's Organizer tab to open this dialog.

Mark this checkbox in addition to the Include in Electronic Org option to have UltraTax CS include an organizer form in a second attachment PDF that accompanies the email organizer or web organizer.

Notes

  • Organizer forms with Include in Electronic Org and Action Items PDF marked will only be included in the Action Items PDF attachment.
  • This field is only applicable for the currently selected organizer form when the Include in Electronic Org checkbox is marked.

To include an organizer form in blank client organizers, select the desired form in the list and then mark this checkbox.

Notes

  • To exclude an organizer form from the print collation, select the desired form in the list and then clear this checkbox.
  • This field appears only if you clicked the Organizer button in the Organizer tab to open this dialog.
  • Nonresident alien forms only print for clients preparing a Nonresident Alien or Nonresident Alien (EZ) return.

Related topic: Product Information dialog

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