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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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.

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