UltraTax Return Assembly Checklist

1. Print the entire return to PDF, including:

   1. Transmittal letter / client letter

   2. Signature pages (8879s)

   3. Payment vouchers

   4. All states + federal in a single PDF

   5. K-1s if any

2. Returns must be a client copy

Note: Adding custom letters / pages to the PDF will likely generate errors. If you do need to modify the PDF ensure that:

1. existing bookmarks are consistent and functional

2. new pages are properly bookmarked/linked

3. No password protection / digital signature / access restrictions on the PDF

1040 and 990

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.

1. Select a physical office printer under Print Returns.

   • If you do not, returns may be printed incorrectly and rejected.

2. Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.

3. Click Assemble.

1065, 1120, 1120S, 1041

Client Copy

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.

K-1 Packages

1. Click the Selected Packages tab under Print Options

2. Select to print all packages.

3. Click OK.

1. Select a physical office printer under Print Returns.

   • If you do not your returns may be printed incorrectly and rejected.

2. Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.

3. Click Assemble.