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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

Custom transmittal letter doesn't combine with filing instructions

If you created a custom transmittal letter and it isn't printing as a combined document with the filing instructions, verify that the following options are selected.
  • Select the Custom transmittal letter number on Screen Letter located in the General folder.
  • Select an entity from the
    Setup
     menu (for example, 1040 Individual) and verify the
    Combine Transmittal Letter and Filing Instructions in letter format
     option is selected in the Document format group box.
If you've completed the tasks listed earlier, it is likely you need to create a custom federal instructions insert for your custom transmittal letter. To do so, complete the following steps.
  1. From the
    Setup
     menu, select the entity (for example, 1040 Individual).
  2. Select the
    Federal
     tab.
  3. Select the
    Letters & Emails
     button.
  4. Select the
    Insert
     tab.
  5. Select the
    New
     button, enter a document name, and select
    OK
    .
  6. Edit the filing instruction text as necessary.
  7. Select
    Document
    , then
    Save
    .
  8. Select
    Document
    , then
    Exit
    .
Now that you have created a custom federal instruction insert, you can add the insert to your custom transmittal letter.
To do so:
  1. From the
    Setup
     menu, select the entity (for example, 1040 Individual).
  2. Select the
    Federal
     tab.
  3. Select the
    Letters & Emails
     button.
  4. Select the
    TL Shell
     tab and open your custom transmittal letter.
  5. Within your custom transmittal letter, look for the embedded content variable named
    {Federal Instructions Insert}
    . The variable text will be pink.
  6. If you don't see the
    {Federal Instructions Insert}
     variable, place your cursor where you want to insert the variable and select
    Insert
    ,
    Embedded Content
    , then
    Federal Instruction Insert
    . Now the filing instructions and custom transmittal letter will print as a combined document.
note
Rather than print previewing the entire return, you can select
Transmittal Letter/Filing Instructions
 from the dropdown menu.

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