Screen WVLetter - West Virginia Custom Paragraphs and Elections (1041)

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Custom Paragraphs

Create custom paragraphs by following these instructions:
  1. Select
    Setup,
    then
    1041 Fiduciary
    .
  2. Select the
    West Virginia
    tab, and select between
    Filing Instructions
    ,
    Instructions Insert
    , or
    Letter Insert
    .
  3. Select the
    Custom Paragraphs
    tab.
    note
    If you selected a custom paragraph globally, it doesn't appear in the list of available paragraphs.
Number
Select a paragraph number from
Number
that corresponds to the custom paragraph you want to use for this client. Up to five custom paragraphs print in the client documents.
Description
displays the title of the selected paragraph.

Elections

Create election statements by folowing these instructions:
  1. Select
    Setup
    , then
    1041 Fiduciary
    .
  2. Select
    West Virginia
    tab.
  3. Select
    Tax Elections
    .
note
UltraTax CS provides a blank election statement which 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 three election statements print with the return.
Description
shows the title of the selected paragraph.

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