UltraTax CS provides nine borders that you can select for your client documents.

Video overview

The following video describes how to select a border for a client document.

Steps to add a border

Complete the following steps to select a border for a client 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.

Related topics

Client documents overview

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