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Set up criteria-based text that compares variables to amounts or to other variables

Follow these steps to make sure that text will print only if the client's data meets the condition you've specified, such as whether a certain form was prepared or whether the client's AGI exceeded a specified amount.
  1. Select the entity (for example, 1040 Individual) from the
    Setup
     menu.
  2. Select the federal or state tab.
  3. Select the document type (for example,
    Letters & Emails
     or
    Filing Instructions
    ).
  4. Find the document you want to edit in the
    [Document Type] window and then select
    Open
    .
  5. Enter text or find existing text that you want to print only when a client's return contains specific information.
  6. Highlight the text.
  7. Select
    Format
    , then
    Print If
    .
  8. Select the
    Variable
     option.
  9. Select the appropriate condition from the list. For example, select
    Capital Loss C/O
     to have the text print only if a capital loss carryover exists for the client.
  10. Select
    Document
    , then
    Save
    .
  11. Select
    Document
    , then
    Exit
    .
  12. Preview or print the document.

This article applies to:

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