Header / Footer tab

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

This tab lists all of the headers and footers that are available for the selected document type. To view or edit a header or footer, highlight it in the list, and then click the Open button.

To attach a header or footer to an open document, select Document > Properties and click the appropriate option in the Header/Footer group box.


  • You cannot create new headers and footers.
  • This tab is available only for transmittal letters, filing instructions, and invoices.
  • If you change a header or footer, it affects all documents that print with headers and footers for all clients (transmittal letters, filing instructions, invoices, elections, and slipsheets).
  • This tab is not available if you clicked the Compose Client Letters button in Data Mining to open this dialog. To modify header and footer text, choose Setup > [Entity] and then click one of the document buttons in the appropriate federal or state tab.

Related topics

[Document Type] dialog

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