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Screen MDLetter - Maryland 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
Paragraph Number
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. The selected paragraphs print in the client document. UltraTax CS prints up to five paragraphs with the return.
To create additional custom paragraphs, open the Document Editing window, select Setup, then 1040 Individual, then the Maryland tab, then the Letter Insert or Filing Instruction / Custom Paragraphs tab. For details, see the Client documents overview.
Paragraph Description
UltraTax CS automatically updates this field with the paragraph description you selected in the
Paragraph Number
field.Election Statements
Use this section to select election statements to be attached to the client's return. You can select statements by going to Setup, then 1040 Individual, then the Maryland tab, then Tax Elections. UltraTax CS includes several blank state election statements that you can customize. For details, see Editing or creating tax elections.
Election Number
Enter the election number that corresponds to the election statement required for the client. UltraTax CS prints up to three statements with the return.
Election Description
UltraTax CS automatically updates this field with the election description associated with the selection you make in the
Election Number
field.