Inserting special characters into client documents

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

Follow these steps to insert special characters in to a client's 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. Place the cursor where you want to insert the special character.
  6. Choose Insert > Special Characters, and select a character from the list.
  7. Chose Document > Save.
  8. Chose Document > Exit.

Related topic: Client documents overview

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