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Screen NMLetter - New Mexico 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 use F4 to display a list of available paragraphs. UltraTax CS prints up to 3 election statements with the return. Choose the number that corresponds to the paragraph in the client's document.
These fields become available after you've created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, select
Setup
, 1040 Individual
, the New Mexico
tab, and select Letter Insert
or Filing Instruction
, then Custom
. 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 selecting
Setup
, 1040 Individual
, the New Mexico
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 return. 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.