UltraTax CS® Print Settings for Organizers and Engagement Letters for Gather

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 Gather Requests.

Important

• Default settings should be used as a starting point to ensure the organizer is printed correctly.
• Lite Organizers are not recommended, as this print type restricts certain pages that are needed to create the Document Request List.  
• Do not use borders. They will prevent the Document Request List from generating. 
• The collation can be customized to include classic pages, but the General Lite Info page is required for upload.
  • See our Error on Upload article for instructions to include the required page. 

Office Configuration

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. Go to Setup > 1040 Individual...
2. Click the Organizer tab.
3. Go to Document > Questionnaire.
   
4. Click Properties.
5. Make sure the settings match the screenshot below.
6. Click OK.

Return collation settings

Important

The correct Client Information pages must be included for the organizer to successfully upload. 

1. Click Organizer...
   
2. Set the Print Condition to Always for:
   • Lite-1 General Info page
   • Personal Information.
   • Client Contact Information
3. Check:
   • Include in Electronic Org.
   • Include in blank Organizer.  
     
4. Click Deposit & Electronic Funds Withdrawal.
5. Uncheck the box next to Action Items PDF.

Engagement letters (optional)

Perform the steps below top ensure engagement letters are included in your UltraTax CS® organizers.

Important

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

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

Printing a single UltraTax CS® organizer

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 section, click Printer...
3. Under the Printer dropdown, select a physical printer.
4. Click OK.
   
5. Select PDF to File in.
6. (Optional) Click ... to change the destination location.
7. Uncheck Password protect files.
8. Click Assemble.
   • 

Printing multiple UltraTax CS® organizers

Assigning settings to clients

Important

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.

1. Go to Utilities > Reassign Clients...
2. Select clients whose organizers you will print from the list.
3. Click Select->.
   • 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.
10. Click Print. 
    • 

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