Open the Document Editing window

You can customize transmittal letters, filing instructions, and invoices in UltraTax CS to meet your firm's needs. For example, you can change the font typeface or size, insert your logo, and add or change the border. You can also change the headers and footers for the document.
Follow these steps to open the
Document Editing
window.
  1. From the Setup menu, select the entity (for example, 1040 Individual).
  2. Select the federal or state tab.
  3. Select the type of item you want to customize (for example,
    Letters & Emails
    or
    Filing Instructions
    ).
  4. Create a new document or open an existing document. The document opens in the
    Document Editing
    window.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close