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Screen MALetter - Massachusetts 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
Use this section to create custom paragraphs.
Paragraph: Number
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.
note
These fields become available after you have created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, choose Setup, 1040 Individual, and then Massachusetts tab and then select the Letter Insert or Filing Instruction / Custom Paragraphs tab. For details, see Client documents overview.
Paragraph: Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made 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 choosing Setup, 1040 Individual, Massachusetts tab, and then Tax Elections. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, see Editing or creating tax elections.
Election: Number
Enter the election number that corresponds to the election statement required for this client. 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 the
Election Number
field.Filing Instructions
EFT payment of extension balance
UltraTax CS automatically includes the Remittance paragraph in the extension filing instructions that a payment should be made online by method of electronic funds transfer on the Massachusetts Department of Revenue website when the payment due is $5,000 or more and the extension is paper filed.
When the payment due is under $5,000 and paper filing the extension, marking this checkbox includes the Remittance paragraph in the extension filing instructions that a payment should be made online by method of electronic funds transfer on the Massachusetts Department of Revenue website.