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Document Properties / New Document dialog

Use this dialog to enter the title of the document, to select header and footer options, and to specify the border for either new or existing documents. For client documents that were provided with the product, you can also use this dialog to restore the document to its original settings.
For new documents:
 To open this dialog, select the New button in the [Document Type] dialog, or choose New from the Document menu in the Document Editing window. You can add up to five new federal transmittal letters, five new 1040 invoices, five new organizer questionnaires, five new client organizer cover letters, 99 new Data Mining client letters and 99 custom paragraphs per application.
For existing documents:
 To open this dialog, choose Properties from the Document menu in the Document Editing window or select the Properties button in the [Document Type] dialog.

Fields & buttons

  • For new documents:
     Enter the document name.
  • For existing documents:
     If desired, enter a new name for this document. Note that entering a new name does
    not
     create a new document - it simply renames the current document.

Header/Footer group box

To specify what you want to print in the header on the first page of this document, select the appropriate option.
  • Select the
    Firm name and address
     option to print your firm name and address.
  • Select the
    Blank lines for letterhead
     option to leave blank lines at the top of the first page so that you can print this document on letterhead paper.
  • Select the
    None
     option to start printing this document at the top of the first page with no header.
To specify what you want to print in the header on all but the first page of this document, select the appropriate option.
  • Select the
    Firm name only
     option to include only the firm name on subsequent pages.
  • Select the
    None
     option to have no header on subsequent pages.
Mark this checkbox to print your firm name and address in the footer on the first page of this document.
Mark this checkbox to print your firm name and address in the footers on subsequent pages of this document.

Other Fields & buttons

If desired, choose a border from the drop-down list. A sample of the border you have selected is displayed below.
Select this button to restore the document to that which was originally provided with your UltraTax CS application.
Mark this checkbox to print the current custom paragraph for all clients.

This article applies to:

  • Product: UltraTax CS, UltraTax CS
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