1040-US: Generating estimate vouchers that fit IRS envelopes

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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.

Question

How do I generate estimate vouchers that will fit in the IRS-provided envelopes?

Answer

  1. Choose Setup > 1040 Individual.
  2. Click the Other Return Options button.
  3. Mark the Print Form 1040-ES in OCR-A format checkbox on the Return Presentation tab.
  4. Mark the Using IRS envelopes with window right-justified checkbox, if applicable.
  5. Click OK twice to close the Other Return Options dialog and the 1040 Product Information dialog.

UltraTax CS produces the vouchers in OCR-A format when printed.

Note: This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

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