Screen CTLetter - Connecticut Custom Paragraphs and Elections (709)

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Custom Paragraphs

Create custom paragraphs by selecting
Setup
,
709 Gift Tax
, the
Connecticut
tab,
Filing Instructions
,
Instructions Insert
or
Letter Insert
, then the
Custom Paragraphs
tab. If you select a custom paragraph globally, it doesn't display in the list of paragraphs available.
Number
Select a paragraph number from the
Number
field that corresponds to the custom paragraph you want to use for this client. Up to 5 custom paragraphs print on the client documents. The
Description
field updates automatically with the custom paragraph description associated with the selection you made in the
Number
field.

Elections

Create election statements by selecting
Setup
,
709 Gift Tax
, the
Connecticut
tab, then
Tax Elections
. UltraTax CS comes with several blank state election statements that you can customize for specific needs.
Number
Select an election number from the
Number
field that corresponds to the client’s required election statement. The
Description
field updates automatically with the election statement description associated with the selection you made in the
Number
field.

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