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Organizer setup and options
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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer,Documents

Change the default
Organizer
 cover letter

Follow these steps to change the default
Organizer
 cover letter. You can change the font, use a different border, add or delete text, or insert your firm's logo.
When you print the cover letter, it includes text variables that
UltraTax CS
 replaces with the client's name and address, the name of your firm, tax year, and last tax year.
note
The default cover letter prints for all clients, so any edits you make to the cover letter affect all
Organizer
 packages for that entity.
  1. Select
    Setup
    , then
    [Entity]
    .
    note
    Depending on your security configuration, you might receive a prompt to enter the master password and select
    OK
     before you can continue.
  2. Select the
    Organizer
     tab.
  3. Select
    Letters & Emails
     in the
    Documents
     section to open the
    Letters & Emails
     window.
  4. Select the
    Organizer Cover Letter
    , then
    Open
     to open the
    Document Editing
     window.
  5. Edit the cover letter.
  6. Select
    Document
    , then
    Save
     to save your changes.
  7. Select
    Document
    , then
    Exit
    .
    note
    • To restore the default cover letter, select
      Setup
      [Entity]
      Organizer
      Letters & Emails
      Organizer Cover Letter
      Properties
      Restore Default
      OK
      . A prompt will remind you that restoring default documentation will replace any changes. Select
      Yes
       to restore the default document.
    • UltraTax CS
       displays an
      X
       in the Edited column of the
      Letters & Emails
       window to help you differentiate edited documents.

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