Printing transmittal letter and filing instructions on the same page

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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 transmittal letter and all filing instructions (federal and state) into one document in letter format. To do so, complete these steps.

Note: You can also choose to print combined federal and state filing instructions, but keep the transmittal letter separate.

  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 Combine Transmittal Letter and Filing Instructions in letter format option.

Notes

  • If you click this option, the Filing Instructions button in the federal tab is not available because the federal filing instructions will be included in the transmittal letter. Click the Letters & Emails button to view or edit the federal filing instructions that are contained within the letter.
  • If you click this option, the Filing Instructions button in all state tabs is replaced with a Letter 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 Insert} variable when you click the Letters & Emails button in the federal tab. To edit the insert text, you must use the Letter Insert button in the state tab to edit the state instructions before printing.

Related topic: Printing client documents overview

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