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.
- SelectSetup, then the entity (for example, 1040 Individual).
- Select the federal or state tab.
- Select the document type (for example,Letters & EmailsorFiling Instructions).
- Find the document you want to edit and selectOpen.
- Select theHeader/Footertab to display a list of the available types of headers and footers.
- Select the header or footer you want to enter or change, then selectOpen.
- Do 1 of the following:
- If no text has been entered:UltraTax CS displays a blankDocument Editingwindow. Enter the text you want for the selected header or footer.
- If text already exists:UltraTax CS displays aDocument Editingwindow containing the current text. Make your changes to the text.
- SelectDocument, thenSaveto save your changes. SelectDocument, thenExitto close theDocument Editingwindow.
