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Screen WILetter — Wisconsin Client Documents and Elections (1040)

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Overview

Use this screen to enter client-specific transmittal letter information and to choose 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 select
F4
 to view a list of available paragraphs. Select the number that corresponds to the paragraph statement 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 you've created a custom paragraph. To create a custom paragraph:
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. On the
    Wisconsin
     tab, select
    Letter Insert
    .
    note
    This opens the
    Document Editing
     window where you can create a custom paragraph. Alternatively, select
    Filing Instruction
    , then
    Custom
    .
Paragraph Description
UltraTax CS updates this field with the custom paragraph description associated with
Paragraph Number
.

Election Statements

Use this section to select election statements to be attached to this client's return. To create a statement, go to
Setup
,
1040 Individual
, then select
Tax Elections
 on the
Wisconsin
 tab.
You can customize the blank state election statements in UltraTax CS.
Election Number
Enter the election number that corresponds to the election statement needed for this client. UltraTax CS prints up to 3 statements with the return.
Election Description
UltraTax CS updates this field with the election description related to
Election Number
.

Mandatory Electronic Payments

Use this section to indicate the taxpayer meets the requirements for mandatory electronic payments.

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