Package Insert tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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 the available package inserts. Package insert information is printed on the package letter (that is, the shareholder letter, partner letter, or beneficiary letter). It contains information regarding state forms for the shareholder, partner, or beneficiary.

UltraTax CS includes one pre-defined package insert per state that you can print as they are or modify. Click the Open button to modify the insert. (Note that many package inserts are blank if there is no relevant information about the state return.) To view the properties of package insert, click the Properties button.


  • You cannot create new package inserts.
  • This tab is available only for 1120, 1065, and 1041 states.

Related topics

[Document Type] dialog

Share This