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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

Print federal and state filing instructions on the same page

By default, UltraTax CS prints a transmittal letter for each client, as well as separate filing instructions for each federal and state return. Follow these steps to combine the federal and state filing instructions, and keep the transmittal letter separate.
  1. Select
    Setup
    , then the federal application (for example, 1040 Individual).
    note
    Depending on your security configuration, you might need to enter the master password and select
    OK
     before you can proceed.
  2. In the Document Format section of the
    Federal
     tab, select
    Separate Transmittal Letter, but combine federal and state Filing Instructions
    .
    note
    If you select this option,
    Filing Instructions
     in all state tabs is replaced with
    Instructions Insert
    . Select this to view or edit the state's filing instructions. Note that the state filing instructions are automatically included in the combined transmittal letter at print time, but are represented only by a {State Instructions Insert} variable when you select
    Letters & Emails
     in the federal tab. To edit the insert text, you'll need to use
    Instructions Insert
     in the state tab to edit the state instructions before printing.

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