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Screen WVLetter - West Virginia Client Documents and Elections (1040)
Show all hidden content
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 press F4 to view a list of available paragraphs. UltraTax CS prints up to 3 paragraphs with the return. Select the number that corresponds to the paragraph in the client's document.
These fields become available after you have created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, select
Setup
, 1040 Individual
, West Virginia
tab and select the Letter Insert
or Filing Instruction/Custom
button.Paragraph: Description
UltraTax CS automatically updates this field with the custom paragraph description related 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
, West Virginia
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 needed 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 related with the selection made in the
Election Number
field.Mandatory Electronic Payments
Use this section to indicate the taxpayer meets the requirements for mandatory electronic payments.