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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Combined transmittal letter and filing instructions

This article describes the combined transmittal letter and filing instructions and includes steps to take if it won't print.
When you have a combined transmittal letter (TL) and filing instructions (FI) and you create a new TL shell, the process creates a new file in
UTYYdata\\$sysdata\\1040
 called
IYUSTS05.DAT
, which is the Transmittal Letter Shell file. YY is the last 2 digits of the year (for example, 2021 UltraTax CS YY=21); Y is last digit of the year (for example, 2021 UltraTax CS Y=1).
To use these files, you'll need to create a new
Federal Filing Instructions Insert
 under the
Insert
 tab in the
Letters and email
 setup. This creates an FI Insert file called
IYUSTI05.DAT
 that works with the Transmittal Letter shell. After you create the new FI insert, you’ll get the Federal Filing Instructions when you select your custom transmittal letter under
General
, then the
Letter
 tab.
Do the following if the insert doesn’t print:
  1. Select
    Setup
    ,
    1040 Individual
    ,
    Federal
    , then
    Document Format to Combine Transmittal Letter and Filing Instructions
     in letter format.
  2. Select
    Letters & Emails
    ,
    TL Shell
    , then
    New
    .
  3. Enter a name for your customized TL Shell, then select
    OK
    .
  4. Select
    Document
    ,
    Save
    , then answer
    Yes
     to
    "Do you want to save the current changes?"
  5. Select
    Document
    , then
    Exit
    .
  6. Select
    Letters & Emails
    ,
    Insert
    ,
    New
    .
  7. Enter a name for your customized insert, then select
    OK
    .
  8. Select
    Document
    ,
    Save
    , then answer
    Yes
     to
    "Do you want to save the current changes?"
  9. Select
    Document
    , then select
    Exit
    .
  10. Select
    OK
     to close the setup.
  11. Open the 1040 client and go to the
    General
     screen, the
    Letter
     tab, then select the Custom transmittal letter number from the dropdown.
  12. View the combined Transmittal Letter / Filing Instructions by either:
    • previewing the return.
    • selecting it from the forms view dropdown.

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