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Screen DCLetter - District of Columbia Client Documents and Elections (1040)

Overview

Use this screen to enter client-specific transmittal letter information and for selecting election statements to attach to the 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 the 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 are available after you create a custom paragraph. To create a custom paragraph, open the Document Editing window, then select Setup, then 1040 Individual, then the District of Columbia tab, then select the Filing Instructions button, and then select the Custom Paragraphs tab. For details, see the Client documents overview.
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection you made in the
Paragraph Number
 field.

Election Statements

Use this section to select election statements to attach to the client's return. Create statements by selecting Setup, then 1040 Individual, then the District of Columbia tab, and then Tax Elections. UltraTax CS comes with several blank state election statements that you can customize for specific needs. For details, see Editing or creating tax elections.
Enter the election number that corresponds to the election statement required for the client. UltraTax CS prints up to three 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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