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Organizer setup and options

Create a custom Organizer cover letter

Follow these steps to create a custom cover letter for Organizers.
UltraTax CS creates new custom letters based on the default cover letter. If you previously changed the default cover letter, your changes also appear in the new cover letter. You can add up to 5 custom cover letters.
  1. Select
    Setup
    , then
    [Entity]
    .
  2. Select the
    Organizer
     tab.
  3. Select
    Letters & Emails
     in the Documents section to open the
    Letters & Emails
     window.
  4. Select
    New
     to open the
    New Document
     window.
  5. In the
    Document name
     field, enter the name of the new cover letter.
  6. Select options in the Header/Footer section.
  7. Select a border for this letter from the field in the Border section.
  8. Select
    OK
    .
  9. Edit the cover letter as needed. Save your changes by selecting
    Document
    , then
    Save
    .
  10. Select
    Document
    , then
    Exit
     when you're finished.
Follow these steps to print a custom cover letter instead of the default cover letter.
note
You can change the default organizer cover letter or create additional custom cover letters, but you can't print a custom cover letter for all clients simultaneously. To print a custom organizer cover letter for all of your organizer clients, we recommend that you customize the default cover letter.
  • For 1040 returns:
    1. Open the client.
    2. Select the
      Organizer
       folder, then select the
      OrgOptns
       tab.
    3. Select the cover letter from the
      Custom Organizer Cover Letter number
       field. If you don’t perform this step, the default cover letter prints for the client.
  • For business returns:
    1. Open the client.
    2. Select
      View
      Client Organizer
      Organizer
      General
      Letter
      .
    3. Select the custom cover letter from the
      Select the client organizer cover letter version to print for this client
       field. If you don’t perform this step, the default cover letter prints for the client.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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