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Screen PALetter - Pennsylvania Client Documents and Elections (1040)
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Overview
Use this screen to enter client-specific transmittal letter information and for choosing election statements to attach to this client's return.
Custom Paragraphs
Paragraph Number
Enter the paragraph number or use the dropdown list to view 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 document. UltraTax CS prints up to 5 paragraphs with the return.
These fields become available after creation of a custom paragraph. To open the Document Editing window for creation of a custom paragraph, select
Setup
, 1040 Individual
, the Pennsylvania
tab, and select Letter Insert
or Filing Instruction
, then the Custom Paragraphs
tab. For more information, 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 select
Setup
, 1040 Individual
, the Pennsylvania
tab, then Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For more information, 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.