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Customize client documents

Follow these steps to create customized documents (transmittal letters, TL shells, invoices, elections, emails, and custom paragraphs) to send to clients.
  1. From the Setup menu, select the entity (for example, 1040 Individual).
  2. Select the federal or state tab.
  3. Select the type of document you want to customize (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Select the tab that corresponds to the type of document you want to create, then select
    New
    .
  5. Go to
    Document name
    and  enter a name for the document.
  6. If applicable, select options for the header, footer, and border.
  7. Select
    OK
     to open the document.
  8. Enter text in the document. Use the
    Document Editing
     window's word processing capabilities as needed.
  9. Use
    ENTER
     at the end of each document to ensure that the document will print correctly.
  10. Select
    Document
    , then
    Save
    .
  11. Select
    Document
    , then
    Exit
    .

Modify client documents

Follow these steps to modify application-defined or custom client documents (transmittal letters, TL shells, filing instructions, FI shells, invoices, elections, emails, slipsheets, custom paragraphs, headers and footers, inserts, and package inserts).
  1. From the appropriate tab in the
    [Document Type]
     window, select the document you want to edit, then select
    Open
    .
  2. Edit the document. Use the
    Document Editing
     window's word processing capabilities as needed.
  3. Select
    Document
    , then
    Save
    .
  4. Select
    Document
    , then
    Exit
    .

Delete custom client documents

Follow these steps to delete documents that you created.
  1. From the appropriate tab in the
    [Document Type]
     window, select the document you want to delete, then select
    Delete
    .
  2. Select
    Yes
     to confirm the deletion.

This article applies to:

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