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Screen MOLetter - Missouri Client Documents and Elections (1040)
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Overview
Use this screen to enter client-specific transmittal letter information and for selecting election statements to attach to the 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. Select the number that corresponds to the paragraph statement required for the client. An entry in these fields prints the selected paragraph in the client document. UltraTax CS prints up to five paragraphs with the return.
To open the Document Editing window where you can create a custom paragraph, select Setup, then 1040 Individual, then the Missouri tab, then select the Letter Insert or Filing Instruction, then the Custom Paragraph tab. For details, see the Client documents overview.
Paragraph Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection you make in the
Paragraph Number
field.Election Statements
Use this section to select election statements to attach to the client's return. Create statements by selecting Setup, then 1040 Individual, then Missouri tab, 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
Enter the election number that corresponds to the election statement required for the 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 you make in the
Election Number
field.This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- State: Missouri