Screen OHLetter - Ohio Client Documents and Elections (1040)

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Custom Paragraphs

Create custom paragraphs by selecting
Setup
,
1040 Individual
,
Ohio
tab, and select the
Letter Insert
or
Filing Instruction
, then
Custom Paragraphs
tab to open the
Document Editing
window. If you selected a custom paragraph globally, it doesn't appear in the list of paragraphs available.
Paragraph Number
Select a paragraph from
Paragraph Number
that corresponds to the custom paragraph you want to use for this client.
Paragraph Description
displays the title of the selected paragraph.

Election Statements

Create election statements by selecting
Setup
,
1040 Individual
,
Ohio
tab, then
Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs.
Election Number
Select an election number from
Election Number
that corresponds to the client's required election statement.
Description
displays the title of the selected paragraph.

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