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

Restore document defaults

Follow these steps to restore document defaults. All changes made to the document will be erased and the document will go back to its original condition.

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

note

Depending on your security configuration, you may need to enter the master password and select OK
before you can continue.

Select the federal or state tab.

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

Select the document you want to restore, then select Properties
.

Select Restore Default
.

Select OK
.

Select Yes
to proceed with the restoration and erase all changes you made to the client document.

note

You can restore default document settings while you edit a document. To do so, select Document
, Properties
, Restore Default
, OK
, then Yes
.

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This article applies to:

Restore document defaults