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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