Including the 706 extension filing instructions in the print collation

Alerts and notices

To include the 706 extension filing instructions in the print collation, complete the following steps.

  1. Review your print collation settings for the extension filing instructions by choosing Setup > 706 Estate Tax > Federal, and clicking the Tax Return button in the Collation group box.
  2. Enter Extension filing instructions in the Find what field, click the Find button.
  3. Highlight Extension Filing Instructions in the Return items list, and review the options selected in the Print conditions and When filing electronically group boxes.

    Note: By default, the As required option is selected for the Government collation. If you proforma’d your print collations from the prior year or if you have selected not to print client documents as an option when printing the extension, UltraTax CS may have overwritten the default settings.

  4. Click OK to save your changes.
  5. Click OK to close the 706 Product Information dialog.