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.
- Choose File > Print Input Screens to open the Print Input Screens dialog.
- To print input screens for any client other than the open client, click the Clients button, select the appropriate client(s), and click OK.
- By default, UltraTax CS prints the input screens as determined in the Input Screen Printing dialog.
To change the print collation for the open client and only for this print job, click the Options button, select the desired input screens, and click OK.
Note: You cannot select different input screens for printing if you are printing input screens for more than one client.
- Mark the appropriate checkboxes to print the input screens to paper, to digital storage (in File Drawer, FileCabinet CS, or GoFileRoom, if licensed), or to a PDF file. Use the fields in the Print destinations group box to determine the data location for the digital storage copy or the file location for the PDF.
Note: The selected client(s) will not print to FileCabinet CS if the Deny FileCabinet CS access to client data checkbox is marked on the File > Client Properties > Advanced Properties > Restrict Access tab.
- Click the Print button.
Tips
- If desired, you can print blank input screens without client data.
- To spool input screens for later printing, click the Printer button, click the Printer button and select the UltraTax CS Spool, then click OK.
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