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Customize client documents

Follow these steps to create customized documents (transmittal letters, TL shells, invoices, elections, emails, and custom paragraphs) to send to clients.
note
You can add up to 5 new federal transmittal letters, 5 new invoices, and 5 new TL shells to UltraTax CS.
note
  • You can customize client documents by adding custom paragraphs, client-specific text, variables, criteria-based text, images, special characters, and language indicators.
  • In Screen Letter, you can select custom documents to print from the
    Custom transmittal letter number
     and
    Custom invoice number
     fields.
  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 document you want to customize (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Select the tab that corresponds to the type of document you want to create, then select
    New
    .
    note
    New
     isn't available for some items when it's not applicable.
  5. Go to
    Document name
    and  enter a name for the document.
  6. If applicable, select options for the header, footer, and border.
  7. Select
    OK
     to open the document.
  8. Enter text in the document. Use the
    Document Editing
     window's word processing capabilities as needed.
  9. Use
    ENTER
     at the end of each document to ensure that the document will print correctly.
  10. Select
    Document
    , then
    Save
    .
  11. Select
    Document
    , then
    Exit
    .

Modify client documents

Follow these steps to modify application-defined or custom client documents (transmittal letters, TL shells, filing instructions, FI shells, invoices, elections, emails, slipsheets, custom paragraphs, headers and footers, inserts, and package inserts).
note
  • To restore the default application-defined letter from the appropriate tab in the
    [Document Type]
     window, select the document you want to restore, then select
    Properties
    . Select
    Restore Default
    , then
    OK
    .
  • If you customize the default application-defined letter, it will become the new default letter and won't need to be selected from the client.
  1. From the appropriate tab in the
    [Document Type]
     window, select the document you want to edit, then select
    Open
    .
  2. Edit the document. Use the
    Document Editing
     window's word processing capabilities as needed.
  3. Select
    Document
    , then
    Save
    .
  4. Select
    Document
    , then
    Exit
    .

Delete custom client documents

Follow these steps to delete documents that you created.
note
You can't delete documents provided with UltraTax CS.
  1. From the appropriate tab in the
    [Document Type]
     window, select the document you want to delete, then select
    Delete
    .
  2. Select
    Yes
     to confirm the deletion.

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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