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Screen IDLetter - Idaho 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 this client's return.

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. UltraTax CS prints up to three election statements with the return.
These fields become available after you've created a custom paragraph. To open the
Document Editing
 window where you can create a custom paragraph, select
Setup
,
1040 Individual
,
Idaho
 tab, and select the
Letter Insert
 or
Filing Instruction / 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
,
Idaho
 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 return. 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
.

Electronic Funds Transfer Filing Instructions

Pay return balance via electronic funds transfer
Individual income tax filers can register to pay their balances, estimates, and extension payments using the Federal Reserve's Automated Clearing House (ACH) Debit or Credit online payment system.
Entering
X
 prints a filing instruction paragraph advising the filer they’ll be paying their balance online using the electronic funds transfer (EFT) method and that they should follow the instructions issued by the state for using EFT.
This option will need to be registered for in advance at https://idahotap.gentax.com/TAP/_/#1. When selecting ACH Debit, the client will be linked to Idaho's service provider to begin the enrollment process. When selecting ACH Credit, fax the completed form to (208) 334-7625 or email the scanned form as an attachment to eft@tax.idaho.gov.
The state will fax or email their Tax Payment Addenda Record when ACH credit is setup on their end. The client will then take the Tax Payment Addenda Record to their bank and request ACH Credit setup. ACH Credit takes several days to process so if your client prefers this method of ACH Debit, allocate additional processing time between the state and the client's bank. The client will receive instructions on how to go about making their electronic funds transfer payments if they elect to register for either ACH Debit or Credit. Contact the State Tax Commission at (208) 334-7660 in the Boise area, or call (800) 972-7660, if you have additional questions.

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