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Screen CALetter — California Client Documents and Elections (1065)
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Custom paragraphs
Paragraph Number
Enter the paragraph number that corresponds to the custom paragraph required for this client. To create a custom paragraph:
- SelectSetupthen1065 Partnership.
- Select theCaliforniatab,
- SelectFiling Instructions.
- Select theCustom Paragraphstab.noteThe Client documents overview help topic has more details.
Paragraph Description
UltraTax CS updates this box with the paragraph description associated with the selection made in
Paragraph Number
.Election statements
Election Number
Enter the election number that corresponds to the election statement required for this client. UltraTax CS prints up to 3 election statements with the return.
To create statements, go to
Setup
, 1065 Partnership
, the California
tab, then Tax Elections
. The Editing or creating tax elections article has more details.Election Description
UltraTax CS updates this box with the election description associated with the selection made in
Election Number
.Electronic Funds Transfer payments
Partnership/LLC Return
Enter
X
to indicate that balance due on Form 565/568 will be paid by Electronic Funds Transfer (EFT) or internet payment. UltraTax CS uses this information to complete the filing instructions. Refer to the instructions for Form 565/568 for the method of payment.Composite return
Enter
X
to indicate that balance due on Form 540NR will be paid by Electronic Funds Transfer (EFT) or internet payment. UltraTax CS uses this information to complete the filing instructions. Refer to the instructions for Form 540NR for the method of payment.Foreign partner or member annual withholding return
Enter
X
to indicate that balance due on Form 592-F will be paid by Electronic Funds Transfer (EFT). UltraTax CS uses this information to complete the filing instructions. Refer to the instructions for Form 592-F for the method of payment.