New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Note: The name of this tab varies depending on how it was accessed.
This tab lists all of the specific documents for a particular document type (such as transmittal letters, filing instructions, and invoices) that are available to open. You can use the Open and Properties button to view or edit any existing document and its properties. In some cases, you can use the New and Options buttons to create new documents and change the options for the selected document. For details on a specific tab, see the desired tab description below.
The letters listed in this tab vary depending on how you accessed this dialog. For any of the types of letters listed in this dialog, UltraTax CS includes at least one letter. You can use the included letters as they are, or you can click the Open button to edit a letter. You can click the New button to create new letters, click the Properties button to view the letter's properties, or click the Options button to modify the letter's options.
- If you clicked the Transmittal Letter button to open this dialog, it lists the available transmittal letters.
Note: This tab is available only if you clicked either the Separate pages for Transmittal Letter and federal and state Filing Instructions option or the Separate Transmittal Letter, but combine federal and state Filing Instructions option, and then clicked the Letters & Emails button in the Product Information dialog.
- If you clicked the Letters & Emails button in the Organizer tab of the Product Information dialog, it lists the available cover letters.
Note: You must be licensed for and have installed the UltraTax/1040 Client Organizer to open this tab.
This tab lists the available Data Mining client letters for the database selected in the Data Mining window. Data Mining provides pre-defined letters for each client database (for example, 1040 Individual or 1041 Fiduciary). You can use the pre-defined letters as they are, or you can click the Open button to edit the letters. You can click the New button to create new letters or click the Properties button to view the letter's properties.
This tab lists all available transmittal letter shells. The included TL shells combine either a transmittal letter, extension letter, or an amended letter with the appropriate filing instructions. UltraTax CS includes several shells with the application. You can use the shells as they are or you can click the Open button to modify them. You can click the New button to create new transmittal letter shells, click the Properties button to view the shell's properties, and click the Options button to modify the shell's options.
Note: This tab is available only if you click the Combine Transmittal Letter and Filing Instructions in letter format option in the Product Information dialog, and then click the Letters & Emails button.
This tab lists the available filing instructions. UltraTax CS includes several filing instructions. You can print the instructions as they are, or you can click the Open button to modify them. You can click the Properties button to view the filing instruction's properties.
Notes
- You cannot create new filing instructions.
- This tab is available only if you click the Separate pages for Transmittal Letter and federal and state Filing Instructions option, and then click the Filing Instructions button in the Product Information dialog.
This tab lists all of the available filing instruction shells. The shells included with UltraTax CS combine the federal and state filing instructions into a single document. UltraTax CS includes several pre-defined filing instruction shells. You can print the shells as they are or you can click the Open button to modify them. You can click the Properties button to view a shell's properties.
Notes
- You cannot create new filing instructions shells.
- This tab is available only if you click the Separate Transmittal Letter, but combine federal and state Filing Instructions option, and then click the Filing Instructions button in the Product Information dialog.
This tab lists the available invoices. UltraTax CS provides a pre-defined invoice for each federal tax product. You can use the invoice as it is, or you can click the Open button to modify it. You can click the New button to create new invoices, click the Properties button to view the invoice's properties, and click the Options button to modify the invoice's options.
Note: This tab is available when you click the Invoice button (in the Product Information dialog) and choose Text & Format Options.
This tab lists the available election statements. UltraTax CS provides many pre-defined election statements. You can use the statements as they are or you can click the Open button to modify them. You can click the New button to create new election statements or click the Properties button to view the statement's properties.
This tab lists the available slipsheets. UltraTax CS includes several pre-defined slipsheets. You can print the slipsheets as they are or you can click the Open button to modify them. You click the Properties button to view a slipsheet's properties.
This tab lists the available questionnaires. UltraTax CS includes one pre-defined questionnaire. You can print the questionnaire as it is or you can click the Open button to modify it. You can click the New button to create a new questionnaire and you can click the Properties button to view a questionnaire's properties.
Note: This tab is available only if you are licensed for and have installed the UltraTax/1040 Client Organizer. To open this tab, click the Questionnaire button in the Documents group box on the Organizer tab of the Product Information dialog.
This tab lists the available email greetings. UltraTax CS includes several pre-defined greetings. You can use the greetings as they are, or you can click the Open button to modify the selected greeting. You can click the New button to create a new greeting and you can click the Properties button to view a greeting's properties.
Note: This tab is available when you click the Letters & Emails button in the Product Information dialog.
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