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

Set up criteria-based text that specifies a preparer

Follow these steps to make sure that specific text prints only if the client is assigned to a specific preparer.

note

Select File
, then Client Properties
to assign a preparer to a client.

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

Select the federal or state tab.

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

Find the document you want to edit in the

[Document Type]

window and then select Open
.

Enter text or find existing text that you want to print only when a client is assigned to a specific preparer.

Highlight the text.

Select Format
, then Print If
.

Select Preparer
.

Highlight the preparer in the list pane and then select OK
.

Select Document
, then Save
.

Select Document
, then Exit
.

Preview or print the document.