Opening the Document Editing window

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

While you can print transmittal letters, filing instructions, and invoices without making changes to these documents, UltraTax CS enables you to customize these documents to better meet your firm's needs. For example, you can change the font typeface or size, insert your logo, and add or change the border. You can also modify the headers and footers for the document.

Follow these steps to open the Document Editing window.

  1. From the Setup menu, choose the entity (for example, 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the federal or state tab.
  3. Click the appropriate button (for example, Letters & Emails or Filing Instructions).
  4. In the [Document Type] dialog, create a new document or open an existing document; the document opens in the Document Editing window.

Related topic: Client documents overview

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