Printing federal and state filing instructions on the same page

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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.

By default, UltraTax CS prints a transmittal letter for each client as well as separate filing instructions for each federal and state return. If desired, you can combine the federal and state filing instructions, but keep the transmittal letter separate. To do so, complete these steps.

  1. From the Setup menu, choose the appropriate federal application (for example, 1040 Individual).

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

  2. In the Document Format group box in the Federal tab, click the Separate Transmittal Letter, but combine federal and state Filing Instructions option.

Note: If you click this option, the Filing Instructions button in all state tabs is replaced with an Instructions Insert button. Click this button to view or edit the state's filing instructions. Note that the state filing instructions are automatically included in the combined transmittal letter at print time but are represented only by a {State Instructions Insert} variable when you click the Letters & Emails button in the federal tab. To edit the insert text, you must use the Instructions Insert button in the state tab to edit the state instructions before printing.

Related topic: Printing client documents overview

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