UltraTax Tax Return Setup & Printing
Select Setup > Office Configurations > Print Options.
Select PDF File Options.
For auto-matching with Liscio external IDs, make sure your naming structure and ordering matches these settings.
Note: If you have existing integrations, like GoFileRoom, that rely have the file name in a different order, do not change the settings globally. You can change a specific users settings so they can print organizers, then change it back to your regular print settings.
Uncheck "Print separate PDF files for each federal and state return."
Select OK.
Back on the Print Options page, select "use current date" to print the signature dates on the 8879.
Select Done.
Select Setup > 1040 Individual.
Select Combine Transmittal Letter and Filing Instructions in letter format
To prevent the printing of the unnecessary Action Items PDF, we recommend disabling the printing of all forms in the government copies of electronically filed returns being printed to PDF
Select Tax Return > Make sure you are in the Government tab.
Each government return item must be disabled when filing electronically by deselecting Print on paper/PDF.
Select the first item in the list, and then scroll to the end of the list.
Select the Print on paper/PDF checkbox until it is de-selected.
Select OK > OK.
After modifying print settings, navigate to a client.
Select the Printer icon.
Select Government Copy > Create electronic file, making sure the ERO and signature date have values.
Select Client Copy > Electronic Delivery > PDF to File.
Make sure Password protect PDFs is not
selected.Use the ellipses to select where to save the printed return.
Select Print.