New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

You can include the corresponding federal forms when printing state tax returns for specific collations (Government, Client, or Preparer) from the File > Print Returns dialog. To do so, complete the following steps. 

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, enter the master password if required, 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. On the Print Options tab, mark the Allow Federal forms to print with state returns for these collations checkboxes for the collations with which you want to include federal forms.
3. Click Done. 

Related topics

Printing overview

Printing tax returns and extensions

Was this article helpful?

Yes No

Submit