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Screen PALetter - Pennsylvania Custom Paragraphs and Elections (1041)
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Custom Paragraphs
Create custom paragraphs by selecting
Setup
, 1041 Fiduciary
, the Pennsylvania
tab, Filing Instructions
, Instructions Insert
or Letter Insert
, then the Custom Paragraphs
tab. If you selected a custom paragraph globally, it doesn't appear in the list of paragraphs available.Number
Select a paragraph number from the
Number
field that corresponds to the custom paragraph you want to use for this client. Up to 5 custom paragraphs print in the client documents. The Description
field displays the title of the selected paragraph.Elections
Create election statements by selecting
Setup
, 1041 Fiduciary
, the Pennsylvania
tab, then Tax Elections
. UltraTax CS provides a blank election statement that you can customize, as many times as necessary, for specific needs.Number
Enter or select the election number that corresponds to the election statement required for this client. Up to 3 election statements print with the return. The
Description
field displays the title of the selected paragraph.