Screen NELetter - Nebraska 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's document. UltraTax CS prints up to three paragraphs with the return.
These fields become available after you have created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, select
Setup
,
1040 Individual
then
Nebraska
and select the
Letter Insert
or
Filing Instruction
then
Custom Paragraphs
tab. For details, refer to 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 selecting
Setup
,
1040 Individual
,
Nebraska
then
Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, refer to Editing or creating tax elections.
Election Number
Enter the election number that corresponds to the election statement required for this return. 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.

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