Inserting images into client documents

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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.

To insert a BMP, JPG, or PNG file (such as your firm logo) into a client document, follow these steps.

  1. Open the document's Document Editing window.
  2. Place the cursor where you want to insert a graphic.
  3. Choose Insert > Image to open the Insert Image dialog.
  4. Navigate to the drive and path in which the file is located.
  5. Highlight the desired file in the list and click Select.

    Note: The maximum allowed image size is six inches wide by eight inches high.

Tip: To print your firm logo instead of the standard heading, select Properties from the Document menu and click the Blank lines for letterhead option in the Document Properties dialog. Then, insert your logo as described above.

Related topics

Client documents overview

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