Screen CTLetter - Connecticut Client Documents and Elections (990)

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note
This screen is for UltraTax CS 2024 and prior.

Custom Paragraphs

Create custom paragraphs by selecting
Setup
,
990 Exempt Organizations
,
Connecticut
tab,
Filing Instructions
,
Instructions Insert
or
Letter Insert
button as applicable, then the
Custom Paragraphs
tab. If you selected a custom paragraph globally, it does not appear 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 three custom paragraphs print on the client documents. The
Description
field displays the title of the selected paragraph.

Elections

Create statements by selecting
Setup
,
990 Exempt Organizations
,
Connecticut
tab then
Tax Elections
. UltraTax/990-CT comes with a blank election statement that you can customize as many times as necessary for specific needs.
Number
Select an election number from the
Number
field that corresponds to the client’s required election statement. The
Description
field displays the title of the selected paragraph.

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