UltraTax CS
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.
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.
- From the Setup menu, choose the entity (for example, 1040 Individual).
- Click the federal or state tab.
- Click the appropriate button (for example, Letters & Emails or Filing Instructions).
- In the [Document Type] dialog, find the document you want to edit, and click Open.
- Choose Document > Properties to open the Document Properties dialog or right-click anywhere in the document and click Properties.
- Select a border from the drop-down list in the Border field.
- Click OK.
- Preview or print the document.
Note: You can open the Properties dialog without opening the document. To do so, click the Properties button in the [Document Type] dialog.
Related topics
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |