Screen HILetter - Hawaii Client Document and Elections (1065)

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Custom Paragraphs

Paragraph Number
Enter the paragraph number that corresponds to the custom paragraph selected for this client. To create a custom paragraph, select Setup, then 1065 Partnership. In the Hawaii tab, select Filing Instruction or Letter Insert, then select the Custom Paragraphs tab.
Paragraph Description
UltraTax CS automatically 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 three election statements with the return. Statements are created by selecting Setup, 1065 Partnership, Hawaii tab, then Tax Elections.
Election Description
UltraTax CS automatically updates this box with the election description associated with the selection made in
Election Number
.

Electronic Funds Transfer Payments

Composite Return
Enter X to indicate that the balance due on Form N-15, Composite Individual Income Tax Return, will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions. Refer to the instructions for Form N-15 for the proper method of payment.
Composite Extension
Enter X to indicate that the balance due on Form N-200, Composite Extension Individual Income Tax Payment Voucher, will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions. If you mark this box, Form N-200 does not print. Refer to the instructions for Form N-200 for the proper method of payment.

Other Client Document Information

Use this section if the entity uses a private delivery service.

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