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Screen OJCLtr - City 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 select custom paragraphs for client documents.
Paragraph Number
Enter the paragraph number or use the dropdown for a list of selections of available paragraphs. An entry in these fields prints the selected paragraph in the client document.
note
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
,
Ohio Cities
 tab, select
Letter Insert
 or
Filing Instruction
, then
Custom Paragraphs
 tab.
Paragraph Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made in
Paragraph Number
.

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
,
Ohio Cities
 tab, then
Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs.
Election Number
Enter the election number that corresponds to the election statement required for this 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 made in
Election Number
.

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