Restoring document defaults

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Follow these steps to restore document defaults. All changes that you made to the document will be erased and the document will be restored to its original condition, the condition in which it was provided with your UltraTax CS application.

Video overview

The following video explains how to restore document defaults.

Steps to restore document defaults

Complete the following steps to restore document defaults.

  1. From the Setup menu, choose the entity (for example, 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  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, highlight the document that you want to restore, and click Properties.
  5. In the Document Properties dialog, click the Restore Default button.
  6. Click OK.
  7. Click Yes to proceed with the restoration and overwrite all changes you made to the client document.

Note: You can restore default document settings while you edit a document. To do so, choose Document > Properties to open the Document Properties dialog, click the Restore Default button, click OK, and then click Yes.

Related topics

Client documents overview

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