Selecting borders for client documents

Alerts and notices

UltraTax CS provides nine borders that you can select for your client documents.

Video overview

The following video describes how to select a border for a client document.

Steps to add a border

Complete the following steps to select a border for a client document.

  1. From the Setup menu, choose the entity (for example, 1040 Individual).
  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, find the document you want to edit, and click Open.
  5. Choose Document > Properties to open the Document Properties dialog or right-click anywhere in the document and click Properties.
  6. Select a border from the drop-down list in the Border field.
  7. Click OK.
  8. Preview or print the document.

Note: You can open the Properties dialog without opening the document. To do so, click the Properties button in the [Document Type] dialog.

Related topics

Client documents overview

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