Screen TYLetter — Texas PPT — Client Documents and Elections

Overview

Use this screen to choose custom paragraphs and election statements.

Custom Paragraphs

Use this section to choose custom paragraphs for use in the client documents.
Enter the paragraph number that corresponds to the custom paragraph to use with this client, or press
F4
to view a list of available paragraphs. UltraTax CS prints the selected paragraph in the client document.
UltraTax CS updates the
Description
  with the paragraph description associated with the selection made in the
Paragraph Number
field.

Elections

Use this section to choose election statements to be attached to the client’s return.
Enter the election number that corresponds to the election statement needed for this client. UltraTax CS prints up to 3 election statements with the return.
UltraTax CS updates the Description with the election description associated with the selection made in the
Election Number
field.
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