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.

Scenario

When creating an actionable items PDF in UltraTax CS, you may find that documents are missing.

Cause

This is usually because the document wasn't marked to be included, or it can't be included because it's not an actionable document. 

Solution

1. Choose Setup, then the entity.
2. If you're sending the PDF with the return, click the Tax Return button. If you're sending the PDF with the organizer, click the Organizer button.
3. On the Government tab, find the document you want to include. You can scroll the list or search for the document by name.
4. For a return, highglight the document and mark the Include in Email/Web attachment option. For an Organizer, mark to the Include in Electronic Org and Action Items PDF checkbox. If this option doesn't appear for the document, it's not actionable and can't be included in the PDF.
5. Create or send the action item PDF again.

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