Screen NJLetter - New Jersey 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 this client's return.

Custom Paragraphs

Use this section to create custom paragraphs.
Paragraph Number
Enter the paragraph number or use F4 to view a list of available paragraphs. Select 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 3 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
, the
New Jersey
tab, then
Letter Insert
, or
Filing Instruction
, then the
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 choose election statements to be attached to this client's return. Statements are created by selecting
Setup
,
1040 Individual
, the
New Jersey
tab, 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 3 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.

Electronic Payment

Use this section in conjunction with the custom paragraphs to indicate payment for a balance due return is being made via credit card or electronic check (e-check). For direct debit of payment, enter information on the NJBank screen.
Payment by credit card or electronic check
When this box is marked, the
Check amount
field on Forms NJ-1040 and NJ-1040-NR, Page 1 is zero (0.00). The zero (0.00) indicates to the taxation department the amount of tax owed is going to be made via credit card or electronic check, and not by mailing in a paper check. If the payment option is changed, the return requires reprinting before filing the return.

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