Screen GALetter - Georgia Client Documents and Elections (1040)

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Overview

Use this screen to enter client-specific transmittal letter information and to select election statements to attach to the client's return.

Custom Paragraphs

Use this section to include custom paragraphs in the client documents. 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 Georgia tab, and then select the Letter Insert or Filing Instructions and the Custom Paragraphs tab. For details, see the Client documents overview.
Paragraph: Number / Description
Enter the paragraph number or select one from the dropdown list of available paragraphs. Choose the number that corresponds to the paragraph statement required for the client. UltraTax CS automatically updates the
Paragraph Description
with the custom paragraph description associated with the selection you made in the
Paragraph Number
field. An entry in these fields prints the selected paragraph in the client's document. UltraTax CS prints up to three paragraphs with the return.

Election Statements

Use this section to select election statements toattach to the client's return. Statements are created by selecting Setup, then 1040 Individual, then the Georgia 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.
Election: Number / Description
Enter the election number that corresponds to the election statement required for the return. The
Election Description
field automatically updates with the Election Statement description associated with the selection you made in the
Election Number
field. UltraTax CS prints up to three statements with the return.
UltraTax CS has an existing election statement to relinquish Georgia NOL carryback, which you can select by choosing
1
in the dropdown list.

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