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Screen MTLetter - Montana Client Documents and Elections (1040)
Overview
Use this screen to enter client-specific transmittal letter information and for selecting election statements to attach to this client's return.
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 five paragraphs with the return.
To create additional custom paragraphs, open the Document Editing window, choose Setup, 1040 Individual, and then Montana tab and 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, Montana 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 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.