UltraTax Print Capture

Same print/save rhythm with safer routing

Role

Print Returns

Print destinations

Tax Printer #084

FileCabinet CS:

Firm Cabinet (Y:\Fcabdata)

PDF to File:

...\Tax Group - Documents\Staff\Gretchen Yencic\Tax Return Test\

Tax Master:Add to Tax Master after print

Government copyPaperCreate electronic filePDF to fileClient copy

Preparer copyPaperFileCabinet CSPDF to file

Waiting for print

User only has one decision after print: confirm or fix.

Client ID

3MOOREGRETC

Client

MOORE, JEFF R & GRETCHEN E

Tax Year

2025

Status

Waiting for print

PagesDocumentClient folderStatus

001-032US Tax ReturnFederalAuto-file

033-050CO ReturnStates / COAuto-file

051-064UT ReturnStates / UTAuto-file

065-086Partner K-1Attachments / K-1Cross-file

087-096E-file formsFederalReview

Destination

Tax / Clients / Harper Hofer / MOORE, JEFF R & GRETCHEN E / 2025

Tax Master creates the SharePoint folders and writes metadata after confirmation.