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1. Click the orange Get Form option to start editing.
2. Turn on the Wizard mode on the top toolbar to obtain extra suggestions.
3. Fill each fillable field.
4. Ensure the data you fill in UltraTax CS Preparer's Guide To Reviewing And Planning is updated and correct.
5. Include the date to the form using the Date option.
6. Click on the Sign icon and create a digital signature. You can use three available alternatives; typing, drawing, or capturing one.
7. Make certain each area has been filled in properly.
8. Select Done in the top right corne to save and send or download the form. There are various ways for receiving the doc. An attachment in an email or through the mail as a hard copy, as an instant download.

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