Create custom documents available for all clients

Do the following to add custom client documents (transmittal letters, TL shells, invoices, elections, and custom paragraphs) to UltraTax CS.

Select Setup
, then select an entity.

On the Federal
tab, select the document:

Transmittal Letter

Filing Instructions

Invoice

Tax Elections

Slipsheets

Select New
.

In the

New Document

window, go to Document name
and enter a name for this custom document.

Select the options in the Header/Footer
group box.

Select a border for this letter from the field in the Border
group box.

Select OK
.

UltraTax CS opens a copy of the selected client document.

Edit the custom client document using the

Document Editor

window's word-processing capabilities.

When finished, select Document / Exit
from the editing menu, and when prompted select Yes
to save your changes.

This article applies to: