Printing documents to FileCabinet CS

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Images of tax returns, extensions, and other printable items can be sent to FileCabinet CS if you have licensed FileCabinet CS and have it installed. Follow these steps to send images to FileCabinet CS for storage.

  1. In UltraTax CS, choose File, then Print or Print Extensions.
  2. Mark the FileCabinet CS checkbox and use the drop-down list to choose the desired FileCabinet CS data path.
  3. In the Print what group box, select the item you want to send to FileCabinet CS.

    Note: The options you set in the Setup > [Entity] > Tax Return > Preparer tab are used to determine the content of the copy of the tax return sent to FileCabinet CS.

  4. Select the clients.
  5. Click the To Cabinet or Print button at the bottom.

    Note: If you choose to print a copy of the return in addition to sending the document to FileCabinet CS, you can click the Preview button to preview the item you are sending and printing. Clicking the Print Page or Print All buttons in the preview window does not send documents to FileCabinet CS; you must click the Print button on the Print Returns dialog.

  6. The FileCabinet CS Documents dialog opens and displays a list of the documents being sent to FileCabinet CS.
  7. If you are sending a document that is named the same as one already stored in FileCabinet CS, an X will appear next to the document name. Use this dialog to rename the document you are sending or mark the Rename duplicate names to prevent overwriting checkbox on the FileCabinet CS Documents dialog.
  8. Click OK.

Tip: Click the Drawer button in the folders block to view FileCabinet CS documents from within UltraTax CS.

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