Insert tab

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

This tab lists the available inserts. Note that the inserts that are listed depends on the option you chose (either Combine Transmittal Letter and Filing Instructions in letter format or Separate Transmittal Letter, but combine federal and state Filing Instructions) in the Product Information dialog.

These inserts contain filing instruction information. UltraTax CS combines the inserts with the combined transmittal letter and filing instructions. To modify existing inserts, click the Open button or click the Properties button to view the insert's properties.

Note: This tab is available only if, in the Product Information dialog, you:

  • clicked the Combine Transmittal Letter and Filing Instructions in letter format option and then clicked the Letters & Emails or Letter Insert button.
  • clicked the Separate Transmittal Letter, but combine federal and state Filing Instructions option and then clicked the Filing Instructions or Instruction Insert button.

Related topics

[Document Type] dialog

Share This