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Screen UTLetter — Utah Custom Paragraphs, Elections, EFT (1041)
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Custom Paragraphs
To create custom paragraphs:
- SelectSetup, then1041 Fiduciary.
- On theUtahtab, selectFiling Instructions, then eitherInstructions Insert, orLetter Insert.
- Select theCustom Paragraphstab.noteIf you selected a custom paragraph globally, it does not 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. You can print up to 5 custom paragraphs in the client documents. The Description
field shows the title of the selected paragraph.Elections
To create election statements:
- SelectSetup, then1041 Fiduciary.
- On theUtahtab, selectTax Elections.noteUltraTax CS provides a blank election statement, which you can customize.
Number
Enter or select the election number that corresponds to the election statement needed for this client. You can print up to 3 election statements with the return. The
Description
field shows the title of the selected paragraph.