Previewing the return before printing

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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.

To see how the open client's return will print, click the Print Preview Print Preview button button or choose File > Preview.

If you are ready to print the return, you can click the Print Page Print Page button or Print All Print All button buttons to print a single page of the return or the entire return.

Tips

  • UltraTax CS displays a list of the applicable forms, schedules, worksheets, reports, and statements in the left pane of the window. You can toggle the left pane by clicking the Hide Tree Hide Tree button or Show Tree Show Tree button button on the toolbar.
  • To view collapsed pages, click the Expand Tree Expand Tree button button to expand the list. Click the Collapse Tree Collapse Tree button button to collapse the list.
  • If the document has more than one page, click the Two Page Layout Two Page Layout button button to view two pages at a time. You can also click the Next Page and Previous Page Navigation buttons buttons to move from page to page, or select the page using the expandable list in the left pane.
  • To enlarge or reduce the page display, choose a size from the Zoom drop-down list.
  • You can edit the transmittal letter, filing instructions, or invoice during print preview by highlighting the desired client document in the preview window's list pane and clicking the Edit button in the toolbar. 

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