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Screen ALLetter - Alabama Client Documents and Elections (1040)
Show all hidden content
Overview
Use this screen to enter client-specific transmittal letter information and for selecting election statements to attach to this client's return.
Custom Paragraphs
Use this section to create custom paragraphs.
Paragraph Number
Enter the paragraph number or select
F4
to view a list of available paragraphs. Select the number that corresponds to the paragraph statement required for this client. An entry in these fields prints the selected paragraph in the client document. UltraTax CS prints up to three paragraphs with the return.These fields become available after you have created a custom paragraph. To open the
Document Editing
window where you can create a custom paragraph, select Setup
, 1040 Individual
, Alabama
tab, Letter Insert
or Filing Instructions
, then Custom Paragraphs
tab.Paragraph Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made in
Paragraph Number
.Election Statements
Use this section to select election statements to be attached to this client's return. Statements are created by selecting
Setup
, 1040 Individual
, Alabama
tab, then Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs.Election Number
Enter the election number that corresponds to the election statement required for this client. UltraTax CS prints up to three election statements with the return.
Election Description
UltraTax CS automatically updates this field with the election description associated with the selection made in
Election Number
.