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Edit client documents during print preview

Once you’ve completed data entry and are ready to preview the return, you can make changes to a client document before printing that document from UltraTax CS. This option is available for documents such as transmittal letters, filing instructions, and invoices.
note
We recommend completing the data entry for a client's return before editing any client documents during print preview. Any updated amounts in the tax return won't display in the edited version of a client document. If you preview a tax return containing data that was updated after a client document was edited, UltraTax CS displays a prompt informing you that you may need to verify the accuracy of the edited document. If necessary, you can restore the edited document to its default condition and UltraTax CS will automatically update it with the current amounts during the next print preview.
Follow these steps to edit the text of a client document during print preview.
  1. Select
    File
    , then
    Preview
    , or select Print preview
  2. Select the client document (such as the transmittal letter) from the document pages dropdown in the toolbar or the list pane of the preview window.
  3. When the document is selected, UltraTax CS displays
    Edit
     and
    Restore
     in the toolbar of the preview window:
    • Select
      Edit
       to edit the selected document in Microsoft Word or WordPad.
    • Select
      Restore
      , then
      Default
       to return an edited document to its original state. Select
      Restore
      ,
      Default
      , then
      Edit
       to return an edited document to its original state and then open it in Word or WordPad.
    note
    Depending on your version and settings in Microsoft Word, you may need to verify the file type of the document before it opens in Word. To do so, make sure that Rich Text Format (RTF) is selected in the
    Convert File
     window, then select
    OK
    . The client document will then open in Word for editing.
  4. Make your changes to the document. You can edit text, make formatting changes, and insert images. Note that inserted images will display placeholders rather than the image itself. Don't edit variables (such as the {List of Returns} in a transmittal letter) outside of UltraTax CS. Doing so can prevent the document from displaying the variable content correctly.
  5. After making your changes, save the document and close Word or WordPad. UltraTax CS automatically refreshes the print preview to display the updated document with your edits included. The name of the edited document is displayed in red text in the list pane.
    note
    While you have a client document open for editing from the preview, UltraTax CS will remain locked until you close the document in Microsoft Word or WordPad.

This article applies to:

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

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