Screen DELetter - Delaware Client Documents and Elections (1040)

Overview

Use this screen to enter client-specific transmittal letter information and to select 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. Choose 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 create a custom paragraph. To open the Document Editing window where you can create a custom paragraph, select Setup, then 1040 Individual, then the Delaware tab, then select the Letter Insert or Filing Instruction / Custom Paragraphs tab. For details, see Client documents overview.
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection you make in the
Paragraph Number
field.

Election Statements

Use this section to select election statements to be attached to this client's return. Statements are created by selecting Setup, then 1040 Individual, then the Delaware 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 this 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 you make in the
Election Number
field.
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