Work with custom statements

UltraTax CS automatically attaches custom statements to any client subsequently opened for processing, and to all clients subsequently added to or proforma'd into UltraTax CS. Once you attach a custom statement to a client, you can't remove it in the current year.
To stop the custom statement from automatically attaching to all clients subsequently added to UltraTax CS, and to all clients who don't already have the statement attached (that is, not opened since you set up the custom statement), complete these steps.
  1. Place your cursor in the input screen field with the custom statement.
  2. Select
    Edit
    , then
    Custom Statements
    .
  3. Select
    none
    from the
    Select a format for this statement
    dropdown.
  4. Select
    OK
    .
Follow these steps to edit an existing statement.
  1. Place your cursor in the input screen field with the custom statement.
  2. Select
    Edit
    , then
    Custom Statements
    .
  3. Make your changes, then select
    OK
    .
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