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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 transmittal letter and 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. You can combine the transmittal letter and all filing instructions (federal and state) into 1 document in letter format.
note
You can also choose to print combined federal and state filing instructions, but keep the transmittal letter separate.
  1. Select
    Setup
    , then the federal application (for example, 1040 Individual).
    note
    Depending on your security configuration, you may need to enter the master password and select
    OK
     before you can proceed.
  2. In the Document Format area in the Federal tab, select
    Combine Transmittal Letter and Filing Instructions in letter format
    .
    note
    • If you select this option,
      Filing Instructions
       in the federal tab isn't available because the federal filing instructions will be included in the transmittal letter. Select
      Letters & Emails
       to view or edit the federal filing instructions contained within the letter.
    • If you select this option,
      Filing Instructions
       in all state tabs is replaced with
      Letter Insert
      . Select
      Letter Insert
       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 by a {State Insert} variable when you select
      Letters & Emails
       in the federal tab. To edit the insert text, you'll need to select
      Letter Insert
       in the state tab to edit the state instructions before printing.

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