UltraTax CS® Print Settings for Organizers and Engagement Letters

This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading batch organizers.

Important

• You must follow these guidelines to ensure a successful upload.
• Default settings should be used as a starting point to ensure the organizer is printed correctly.
• The collation can be customized to include classic pages, but the General Lite Info page is required for upload.
  • See our Unable to Process Organizer article for instructions to include the required page. 

Page layout and PDF file options

1. Go to Setup > Office Configuration...
2. Click on the Print Options tab.
3. Click on Page Layout and Shading.
   
   
4. Click on the Organizer tab and make sure the settings match what is shown below.
5. Click OK.
   
   
6. Click PDF File Options.
   
   
7. Click the Options tab and make sure the settings match what is shown below.
   
   
8. Click the Document Names tab.
9. Click the field next to Organizer-ActionRequired and change it to Engagement Letter.
10. Make sure all other settings match what is shown below.
11. Click OK.
    
    

1040 individual settings

1. Go to Setup > 1040 Individual...
2. Click the Organizer tab.
   
   
3. Make sure the settings match what is shown below.
4. Click Modify.
   
   
5. Select Lite Client Organizer pages plus other pages in classic format.
6. Click the checkbox next to Force Lite pages even when client does not meet Lite criteria.
7. Click OK.
   
   

Questionnaire settings

Important

For UltraTax CS® organizer questionnaires, the following restrictions are in place:

• Do not add or delete questions from the default set.
• Do not change the text style from the default settings (Times New Roman 11 pt).

1. Click Questionnaire.
   
   
   
2. Go to Document > Properties.
3. Make sure the settings match what is shown below.
4. Click OK.
   
   

Return collation settings

Important

If your firm has changed the default set of pages that are part of an UltraTax CS® organizer, make sure that the ones below are always included. Do this by setting their print condition to Always:

• Personal Information
• Client Contact Information

1. Click Organizer...
   
   
   
2. Set the Print Condition to Always for the Lite-1 General Info page (all other pages are optional):
   • We recommend you set the Print Condition to Always for the Client Contact Information page and the Personal Information pages as well. 
     
     
3. Click Deposit & Electronic Funds Withdrawal.
4. Uncheck the box next to Action Items PDF.
   
   

(Optional) Engagement letters

Perform the steps below if you include engagement letters in your UltraTax CS® organizers.

Important

The engagement letter must be the only page included in the Action Items PDF.

1. Click the Engagement Letter option.
2. Click the checkbox next to Action Items PDF.
3. Click the checkbox next to Include in blank Organizer.
   
   

Printing a single UltraTax CS® organizer

If you are printing multiple organizers, please skip to the section named Printing multiple UltraTax CS® organizers.

Important

When printing, you must select a physical printer. Do not set the printer to Adobe® PDF. This is specific to UltraTax CS® and ensures that margins are set properly.

1. Go to File > Print Organizer.
2. In the Print where section, click Printer...
3. Under the Printer dropdown, select a physical printer.
4. Click OK.
   
   
5. In the Print what section, select PDF to file in.
6. (Optional) Click ... to change the destination location.
7. Click Options.
   
   
8. Make sure the following pages are selected. All other pages are optional.
   
   • Personal Information
   • Client Contact Information
9. Click Ok.
   
   

You may now continue your printing process.

Printing multiple UltraTax CS® organizers

If you are printing a single organizer, please go back to the section named Printing a single UltraTax CS® organizer.

When printing organizers for multiple clients, UltraTax CS® limits your choices in the Print Organizers pop-up. These instructions will show you how to assign the proper settings to multiple client organizers when printing to PDF.

Assigning settings to clients

1. Go to Utilities > Reassign Clients...
2. Select clients whose organizers you will print from the list on the left and click Select->.
   
   
3. The clients will move to the list on the right.
   
   
4. Click the Category drop-down and select Organizer delivery.
5. Click the Organizer drop-down and select File (PDF).
6. Click  Reassign.
   
   

Printing multiple client organizers

Important

When printing, you must select a physical printer. Do not set the printer to Adobe® PDF. This is specific to UltraTax CS® and ensures that margins are set properly.

1. Go to File > Print Organizer.
2. In the Print where section, click Printer...
3. Under the Printer dropdown, select a physical printer.
4. Click OK.
   
   
5. Click Clients.
   
   
6. Choose the clients you wish to print in the list on the left and click Select->.
7. The clients will move to the list on the right.
8. Click OK.
9. In the Print what section, select Per client settings.
   
   

You may now continue your printing process.

Related Articles

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