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Create custom documents available for all clients

Do the following to add custom client documents (transmittal letters, TL shells, invoices, elections, and custom paragraphs) to UltraTax CS.
note
You can add up to 5 new federal transmittal letters, 5 new invoices, and 5 new TL shells to UltraTax CS.
  1. Select
    Setup
    , then select an entity.
  2. On the
    Federal
     tab, select the document:
    • Transmittal Letter
    • Filing Instructions
    • Invoice
    • Tax Elections
    • Slipsheets
  3. Select
    New
    .
  4. In the
    New Document
     window, go to 
    Document name
     and enter a name for this custom document.
  5. Select the options in the
    Header/Footer
     group box.
  6. Select a border for this letter from the field in the
    Border
     group box.
  7. Select
    OK
    .
    UltraTax CS opens a copy of the selected client document.
  8. Edit the custom client document using the
    Document Editor
     window's word-processing capabilities.
  9. When finished, select
    Document / Exit
     from the editing menu, and when prompted select
    Yes
     to save your changes.
note
The custom Transmittal Letters and custom Invoices added for a product are available for selection from the
Custom transmittal letter number
 field in the client's Letter screen, located in the General folder. You can't select a custom transmittal letter globally for all clients.

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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