Screen SCLetter - South Carolina Client Documents and Elections (1040)

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Overview

Use this screen to enter client-specific custom paragraph information and for selecting election statements to attach to this client's return.

Custom Paragraphs

Paragraph: Number
Enter the paragraph number or use the dropdown to view the available paragraphs. Choose the number that corresponds to the predefined or custom paragraph required for this client. An entry in these fields prints the selected paragraph in the client document. To open the Document Editing window where you can view the predefined paragraphs or create a custom paragraph, select
Setup
,
1040 Individual
, the South Carolina tab, and then select the Letter Insert or Filing Instruction / Custom Paragraphs tab. For details, see Client documents overview.

Election Statements

Election: Number
Enter the election number that corresponds to the election statement required for this return. These fields become available after you have created an election statement. To open the Document Editing window where you can create an election statement, select
Setup
,
1040 Individual
, the South Carolina tab, and then
Tax Elections
. For details, see Editing or creating tax elections.

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