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Screen DCLetter - District of Columbia Client Documents and Elections (1065)
Show all hidden content
Custom Paragraphs
Paragraph Number
Enter the paragraph number that corresponds to the custom paragraph selected for this client. To create custom paragraphs, go to Setup and select 1065 Partnership. On the District of Columbia tab, select the Filing Instruction or Letter Insert button, the Custom Paragraphs tab. For details, see Client documents overview.
Paragraph Description
UltraTax CS automatically updates this field with the paragraph description associated with the selection made in the
Paragraph Number
field.Election Statements
Election Number
Enter the election number that corresponds to the election statement required for this client. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, see Editing or creating tax elections.
Election Description
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
field.Electronic Funds Transfer Payments
Partnership return
Enter
X
to indicate that the balance due on Form D-30 will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Form 30P does not print. Refer to the instructions for Form D-30 for the proper method of payment.Partnership extension
Enter
X
to indicate that the balance due on Form FR-130 will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Form FR-130 does not print. Refer to the instructions for Form FR-130 for the proper method of payment.Partnership estimates
Enter
X
to indicate that the balance due on Form(s) D-30ES will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Form D-30ES does not print. Refer to the instructions for Form D-30ES for the proper method of payment.