Restoring document defaults

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

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


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Follow these steps to restore document defaults. All changes that you made to the document will be erased and the document will be restored to its original condition, the condition in which it was provided with your UltraTax CS application.

  1. From the Setup menu, choose the entity (for example, 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  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, highlight the document that you want to restore, and click Properties.
  5. In the Document Properties dialog, click the Restore Default button.
  6. Click OK.
  7. Click Yes to proceed with the restoration and overwrite all changes you made to the client document.

Note: You can restore default document settings while you edit a document. To do so, choose Document > Properties to open the Document Properties dialog, click the Restore Default button, click OK, and then click Yes.


Related topics

Client documents overview

Share This