Customizing client documents: client-specific text

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

You can print and send documents provided with UltraTax CS to clients without modifying the documents, or you can customize the documents to better meet the needs of your firm. Client-specific text enables you to quickly personalize the documents provided with UltraTax CS.

To insert client-specific text, you can open a transmittal letter, TL shell, filing instruction, FI shell, invoice, slipsheet, insert, package insert, or email delivery greeting, insert the {Client Specific Text} placeholder, and save the document.

Then, you can open a client's return, create and save text that applies only to that client, and then print the document you edited. When you print the document, the text you entered for the client replaces the {Client Specific Text} placeholder.

Note: The {Client Specific Text} placeholder is not available for transmittal letters created using Data Mining.

Inserting a placeholder for client-specific text

Follow these steps to insert the {Client Specific Text} placeholder into a client document.

  1. From the Setup menu, choose the entity (for example, 1040 Individual).
  2. Click the federal or state tab.

    Note: To add client-specific text for 1040 client organizer documents, switch to Organizer view by choosing View > Client Organizer before opening the Setup > 1040 Individual > Organizer tab.

  3. Click the appropriate button (for example, Letters & Emails or Filing Instructions).
  4. In the [Document Type] dialog, find the document you want to edit, and click Open.
  5. Place the cursor where you want to insert the placeholder for the client-specific text.
  6. Choose Insert > Embedded Content > Client Specific Paragraph.
  7. Choose Document > Save.
  8. Choose Document > Exit.

Now that you have inserted the {Client Specific Text} placeholder in a document, you can open a client's return to enter text that will replace the {Client Specific Text} placeholder when you print the document.

Creating client-specific text

Follow these steps to create and save text that applies only to a specific client.

  1. Choose File > Open Client to open a client's return.
  2. Choose Edit > Client Specific Paragraph to open a blank document in the Document Editing window.
  3. Enter text that you want to include in a document for the client.

    Note: The text you add will print in the client's document wherever the {Client Specific Text} placeholder is inserted.

  4. Choose Document > Save.
  5. Choose Document > Exit.
  6. Preview or print the document.

Removing client-specific information

To delete the text you entered for the client and remove the {Client Specific Text} placeholder from the document you edited; follow these steps to do so.

  1. To delete the text you entered for the client, choose Edit > Client Specific Paragraph, choose Document > Delete, and then click OK to confirm that you want to delete the custom text.
  2. To remove the {Client Specific Text} placeholder from the document you edited, open the document, delete the {Client Specific Text} placeholder, and then save and close the document.

Related topic: Client documents overview

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