UltraTax Print Settings

Print settings are an important part of uploading a return.  By following the below steps, users can avoid errors, such as non-supported status, and rejected returns.  For additional information on troubleshooting, see the ERROR or Non-Supported Status article.

1040 Returns

The PDF files printed from the UltraTax must comply with the following:

  • Returns must be the Client Copy.
    • Accountant or Governmental copies will not be accepted. 
  • Modifying a return will generate errors, avoid doing the following:
    • Deleting pages or bookmarks.
    • Adding pages or bookmarks.
    • Password protecting the PDF.
    • Adding a digital signature that restricts access to the file.

1040 Returns Print Settings

  1. Click the Selected Returns tab under Print Options
  2. Select which returns to print.
    • At least a Federal return is required. 
  3. Click OK

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  1. Select a physical office printer under Print Returns.
  2. Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.
  3. Click Assemble.

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1065, 1041, 1120 and 1120S Returns

Entity returns must follow the 1040 rules above, as well as the following:

  • 1065, 1120S, and certain 1041 returns must contain a K-1 package and K-1 cover page.
    • If users wishes to remove the K-1 packages, that can be done after the return is uploaded.

1065, 1041, 1120 and 1120S Print Settings

    1. Click the Selected Returns tab under Print Options
    2. Select which returns to print. At least a Federal return is required. 
    3. Click OK

    ups3.png

K-1 Packages

  1. Click the Selected Packages tab under Print Options
  2. Select to print all packages. 
  3. Click OK

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    1. Select a physical office printer under Print Returns.
    2. Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.
    3. Click Assemble.

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