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

Insert special characters into client documents

Follow these steps to insert special characters into a client document.

Select Setup
, then the entity (for example, 1040 Individual).

Select the federal or state tab.

Select the document type (for example, Letters & Emails
or Filing Instructions
).

Find the document you want to edit and select Open
.

Place your cursor where you want to insert the special character.

Select Insert
, Special Characters
, then select a character from the list.

Select Document
, then Save
.

Select Document
, then Exit
.