Screen CTLetter - Connecticut Client Documents and Elections (1040)

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

Enter the paragraph number or press
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, then the
Connecticut
tab and select
Letter Insert or Filing Instruction / Custom Paragraphs
. For details, see Client documents overview.
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made in the
Paragraph Number
field.

Election Statements

Use this section to select election statements to be attached to this client's return. To create a statement, select Setup, 1040 Individual,  Connecticut tab, then Tax Elections. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, see Editing or creating tax elections.
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.
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
field.
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