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Create custom paragraphs for client documents

You can print and send documents provided with UltraTax CS to clients without changing the documents, or you can customize the documents to meet the needs of your firm. Custom paragraphs let you personalize the documents provided with UltraTax CS.

First, add or edit a custom paragraph. Then, choose which document you want to change and insert a placeholder for the custom paragraph into the document. Finally, you'll need to decide if you want the information to print for all relevant clients within an entity or for 1 client.

You can include custom paragraphs in any of the following documents: transmittal letters, TL shells, filing instructions, FI shells, invoices, elections, slipsheets, inserts, package inserts, and email delivery greetings.

Create a custom paragraph

Follow these steps to create a custom paragraph.

Select Setup
, then the entity (for example, 1040 Individual).

Select the federal or state tab.

Select the document type (for example, Letters & Emails
or Filing Instructions
).

Select the Custom Paragraphs
tab.

Select New
, name the paragraph, then select OK
.

Enter text for the paragraph.

Select Document
, then Save
.

Select Document
, then Exit
.

Now that you've created a custom paragraph, you can insert a placeholder for the paragraph into a client document.

note

You can edit, delete, or restore a custom paragraph at any time. To do so, return to the Custom Paragraphs tab, select the custom paragraph you want to edit, delete, or restore, then select Open
or Delete
, or Properties
, Restore Default
, OK
, then Yes
. You can't delete custom paragraphs provided with UltraTax CS.

Insert a placeholder for a custom paragraph

Follow these steps to insert a custom paragraph placeholder into a client document.

Select Setup
, then the entity (for example, 1040 Individual).

Select the federal or state tab.

Select the document type (for example, Letters & Emails
or Filing Instructions
).

Go to the document you want to edit then select Open
.

Place the cursor where you want to insert the placeholder for a custom paragraph.

Select Insert
, Embedded Content
, then Custom Paragraph
.

Select the custom paragraph you want to insert then select Select
.

Select Document
, then Save
.

Select Document
, then Exit
.

Now that you've inserted a placeholder for a custom paragraph in a document, you can choose the clients it will print for.

Print a document with a custom paragraph

After you create a custom paragraph and insert a placeholder for the custom paragraph into a document, the placeholder remains in the document. It won't print in the document until you either mark a checkbox so that the paragraph will print in documents for all relevant clients within an entity, or choose up to 5 custom paragraphs in the Letter screen to print for 1 client.

Print documents that include custom paragraphs for all relevant clients

Follow these steps to include a custom paragraph in a document that you want to print for all relevant clients in an entity.

Select Setup
, then the entity (for example, 1040 Individual).

Select the federal or state tab.

Select the document type (for example, Letters & Emails
or Filing Instructions
).

Select the Custom Paragraphs
tab.

After you decide which custom paragraph you want to include in the document and insert a placeholder for that paragraph, mark the checkbox for the custom paragraph you want to print for all relevant clients.

note

You can return to the Custom Paragraphs
tab and clear the checkbox at any time.

Select Close
.

Print the document.

Print documents with custom paragraphs for 1 client

Follow these steps to include a custom paragraph in a document that you want to print for 1 client.

After you decide which custom paragraph you want to include in the document and insert a placeholder for that paragraph in a document, open the client's return.

Select the General
folder, then the Letter
tab.

In the Transmittal Letters and Filing Instructions section of the Letter screen, select the paragraph you want to include in the document (up to 5) from the Custom paragraphs
dropdown.

note

All custom paragraphs may not display in the dropdown. If you chose to include a custom paragraph in a document for all clients in an entity by marking the checkbox on the Setup
, [entity] Product Information
, Letters & Emails
, Custom Paragraphs
tab, that paragraph won't display in the dropdown in the Letter screen because the paragraph will already be included in the document (if the paragraph applies to the client).

Preview or print the document.

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

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Create custom paragraphs for client documents

Create a custom paragraph

Insert a placeholder for a custom paragraph

Print a document with a custom paragraph

Print documents that include custom paragraphs for all relevant clients

Print documents with custom paragraphs for 1 client

This article applies to: