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Open the Document Editing window

You can customize transmittal letters, filing instructions, and invoices in UltraTax CS to meet your firm's needs. For example, you can change the font typeface or size, insert your logo, and add or change the border. You can also change the headers and footers for the document.
note
To edit Data Mining client letters, you'll need to open the
Document Editing
 window from within Data Mining.
Follow these steps to open the
Document Editing
 window.
  1. From the Setup menu, select the entity (for example, 1040 Individual).
    note
    Depending on your security configuration, you might be prompted to enter the master password and select
    OK
     before you can continue.
  2. Select the federal or state tab.
  3. Select the type of item you want to customize (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Create a new document or open an existing document. The document opens in the
    Document Editing
     window.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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