Selecting borders for 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 access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

UltraTax CS provides nine borders that you can select for your client documents. Complete the following steps to select a border for a 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. Choose Document > Properties to open the Document Properties dialog or right-click anywhere in the document and click Properties.
  6. Select a border from the drop-down list in the Border field.
  7. Click OK.
  8. Preview or print the document.

Note: You can open the Properties dialog without opening the document. To do so, click the Properties button in the [Document Type] dialog.


Related topics

Client documents overview

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