Screen VALetter - Virginia 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 or use the fieldview to make a selection. To create a custom paragraph, select
Setup
,
1065 Partnership
, the
Virginia
tab,
Filing Instructions
, then 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 prints up to 3 election statements with the return. Statements are created by selecting
Setup
,
1065 Partnership
, the
Virginia
tab, then
Tax Elections
. 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.

Payment Options

Use this section to indicate the returns paid by electronic funds transfer or online (eForms).
Electronic Funds Transfer (EFT): Nonresident withholding return
Enter
X
to indicate that the balance due on Form 502 will be paid by electronic funds transfer (EFT). The application uses this information to complete the filing instructions. If this field is marked, Form 502V doesn't print. Refer to the instructions for Form 502 for the proper method of payment.
Electronic Funds Transfer (EFT): Nonresident withholding extension
Enter
X
to indicate that the amount paid with the state extension will be paid by electronic funds transfer (EFT). The application uses this information to complete the filing instructions. If this field is marked, Form 502W doesn't print. Refer to the instructions for Form 502 for the proper method of payment.
Online (eForms): Nonresident withholding return
Enter
X
to indicate that the balance due on Form 502 will be paid online (eForms). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Form 502V doesn't print. Refer to the instructions for Form 502 for the proper method of payment.
Online (eForms): Nonresident withholding extension
Enter
X
to indicate that the amount paid with the state extension will be paid online (eForms). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Form 502W doesn't print. Refer to the instructions for Form 502 for the proper method of payment.
Online (eForms): Nonresident unified estimate
Enter
X
to indicate that the amount paid with composite extension will be paid online (eForms). UltraTax CS uses this information to complete the filing instructions. Refer to the instructions for Form 765 for the proper method of payment.
Online (eForms): Nonresident unified extension
Enter
X
to indicate that the balance due on Form 770ES will be paid online (eForms). UltraTax CS uses this information to complete the filing instructions. If this field is marked, Forms 770ES don't print. Refer to the instructions for Form 770ES for the proper method of payment.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close