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Enter or edit text for a header or footer

Follow these steps to enter or edit text for a header or footer.
important
Entering or changing text for a header or footer affects all documents (including letters created in Data Mining) that use that header or footer. You can't edit header or footer text via Data Mining Compose Client Letters.
  1. Select
    Setup
    , then the entity (for example, 1040 Individual).
  2. Select the federal or state tab.
  3. Select the document type (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Find the document you want to edit and select
    Open
    .
  5. Select the
    Header/Footer
     tab to display a list of the available types of headers and footers.
  6. Select the header or footer you want to enter or change, then select
    Open
    .
  7. Do 1 of the following:
    • If no text has been entered:
       UltraTax CS displays a blank
      Document Editing
       window. Enter the text you want for the selected header or footer.
    • If text already exists:
       UltraTax CS displays a
      Document Editing
       window containing the current text. Make your changes to the text.
  8. Select
    Document
    , then
    Save
     to save your changes. Select
    Document
    , then
    Exit
     to close 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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