Screen MNLetter - Minnesota Client Documents and Elections (1040)

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Overview

Use this screen to enter client-specific filing instruction paragraphs and for selecting election statements to attach to this client's return.

Custom Paragraphs

Paragraph Number
Enter the paragraph number or open the window and select paragraphs to include in the filing instructions. To create additional custom paragraphs, select
Setup
then
1040 Individual
. Select
Letter Insert
under the
Minnesota
tab.
Paragraph Description
UltraTax CS 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. Election statements are created by selecting
Setup
then
1040 Individual
. Select
Tax Elections
under the
Minnesota
tab.
Election Number
Enter the election number or choose the election number from the window that corresponds to the election statement required for this client. UltraTax CS prints up to three statements with the return.
Election Description
UltraTax CS updates this field with the election description associated with the selection made in the
Election Number
field.

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