Customizing client documents

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Creating custom documents

Follow these steps to create customized documents (transmittal letters, TL shells, invoices, elections, emails, and custom paragraphs) that you will send to clients.

Note: You can add up to five new federal transmittal letters, five new invoices, and five new TL shells to UltraTax CS.

  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, click the tab that corresponds to the type of document you want to create, and click New. (Note that the New button is disabled for some items when it's not applicable.)
  5. In the New Document dialog, enter a name for the document in the Document name field.
  6. If applicable, choose options for the header, footer, and border.
  7. Click OK to open the document.
  8. Enter text in the document. Use the Document Editing window's word processing capabilities as needed.
  9. Press ENTER at the end of each document to ensure that the document will print correctly.
  10. Chose Document > Save.
  11. Chose Document > Exit.

Tips

Modifying client documents

Follow these steps to modify application-defined or custom client documents (transmittal letters, TL shells, filing instructions, FI shells, invoices, elections, emails, slipsheets, custom paragraphs, headers and footers, inserts, and package inserts).

  1. From the appropriate tab in the [Document Type] dialog, highlight the document you want to edit, and click Open.
  2. Edit the document. Use the Document Editing window's word processing capabilities as needed.
  3. Chose Document > Save.
  4. Chose Document > Exit.

Notes

  • To restore the default application-defined letter, from the appropriate tab in the [Document Type] dialog, highlight the document you want to restore, and click Properties. In the Document Properties dialog, click the Restore Default button and click OK.
  • If you customize the default application-defined letter, it will become the new default letter and will not need to be selected from the client. 

Deleting custom client documents

Follow these steps to delete documents that you created. Note that you cannot delete documents that are provided with UltraTax CS.

  1. From the appropriate tab in the [Document Type] dialog, highlight the document you want to delete, and click Delete.
  2. Click Yes when UltraTax CS prompts you to confirm the deletion.

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