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Client documents

When you print a tax return, UltraTax CS automatically prints the following documents.
  • Transmittal letter
  • Filing instructions (based on the type of return you're printing or the type of data you've entered)
  • Invoice
  • Slipsheet
You can print and send documents provided with UltraTax CS without changing them, proforma customized documents from last year's UltraTax CS, and use the
Document Editing
 window to edit existing custom documents or create new ones. You can also edit the text of your client documents during Print Preview.

Customize client documents

You can customize the documents that you send to clients from UltraTax CS. If you created documents, added custom paragraphs, or customized existing documents in a prior-year version of UltraTax CS, you can proforma those documents so that you don't have to create or customize them again this year.
After you create or proforma documents, there are many ways to customize them. For example, you can add any of the following items to documents that you'll send to clients.
  • Client-specific text
  • Criteria-based text
  • Custom paragraphs
  • Variables
  • Criteria-based print conditions
  • Language indicators
  • Images

Choose invoice pricing

Before you can print invoices, you'll need to decide if you want to charge for your services on a per-form, per-item basis (including source documents), or charge a flat rate for each client (in which case you need to enter an amount on each client's Screen Letter).

Set print options and customize print collations

You can customize which documents print in UltraTax CS. You can make selections that apply to all items that print, to all items that print for clients of a specific entity, or for items that print for individual clients.

Print transmittal letters and filing instructions

There are various ways to print transmittal letters and filing instructions. By default, UltraTax CS prints a transmittal letter for each client and separate filing instructions for each federal and state return. However, you can choose to combine the transmittal letter and filing instructions, or you can choose to combine the federal and state filing instructions but keep the transmittal letter separate.

Share your customized documents

If your firm has multiple data locations, you can share customized documents and other files between these locations.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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