Package Insert tab

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This tab lists the available package inserts. Package insert information is printed on the package letter (that is, the shareholder letter, partner letter, or beneficiary letter). It contains information regarding state forms for the shareholder, partner, or beneficiary.

UltraTax CS includes one pre-defined package insert per state that you can print as they are or modify. Click the Open button to modify the insert. (Note that many package inserts are blank if there is no relevant information about the state return.) To view the properties of package insert, click the Properties button.


  • You cannot create new package inserts.
  • This tab is available only for 1120, 1065, and 1041 states.

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