Enter or edit text for a header or footer

Follow these steps to enter or edit text for a header or footer.

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
).

Find the document you want to edit and select Open
.

Select the Header/Footer
tab to display a list of the available types of headers and footers.

Select the header or footer you want to enter or change, then select Open
.

Do 1 of the following:

If no text has been entered:
UltraTax CS displays a blank

Document Editing

window. Enter the text you want for the selected header or footer.

If text already exists:
UltraTax CS displays a

Document Editing

window containing the current text. Make your changes to the text.

Select Document
, then Save
to save your changes. Select Document
, then Exit
to close the

Document Editing

window.

This article applies to: