Tax & Accounting Blog

Printing Shareholder/Partner/Beneficiary Packages Made Easy

CS Tax & Asset Management Solutions January 8, 2016

Starting with 2015 UltraTax CS, you can print only the shareholder, partner and beneficiary packages much more easily than in prior years.

  1. Choose File > Print Returns.
  2. Mark the desired collation: Government, Client or Preparer.
  3. Click the Options button.
  4. Click the Selected Pages tab.
  5. Click the Mark Packages button. This will clear the checkboxes for everything except for the Partner, Shareholder or Beneficiary packages for the federal and state returns.

UltraTax CS Print Options Dialog

Note: The Partner Package will need to be set to “As required” in the desired print collation. For more information on customizing the tax return print collations, please see Customizing the tax return print collation in the Help & How-To Center.