Print transmittal letter and filing instructions on the same page

By default, UltraTax CS prints a transmittal letter for each client as well as separate filing instructions for each federal and state return. You can combine the transmittal letter and all filing instructions (federal and state) into 1 document in letter format.
  1. Select
    Setup
    , then the federal application (for example, 1040 Individual).
  2. In the Document Format area in the Federal tab, select
    Combine Transmittal Letter and Filing Instructions in letter format
    .
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