Opening the Document Editing window

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.

While you can print transmittal letters, filing instructions, and invoices without making changes to these documents, UltraTax CS enables you to customize these documents to better meet your firm's needs. For example, you can change the font typeface or size, insert your logo, and add or change the border. You can also modify the headers and footers for the document.

Follow these steps to open the Document Editing window.

  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, create a new document or open an existing document; the document opens in the Document Editing window.

Related topic: Client documents overview

Share This