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Screen IALetter - Iowa Client Documents and Elections (1040)
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Overview
Use this screen to enter client-specific transmittal letter information and to select election statements to attach to the client's return.
Custom Paragraphs
Use this section to include custom paragraphs in the client documents. These fields become available after you have created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, choose Setup, 1040 Individual, and then Iowa tab and select the Letter Insert or Filing Instructions and the Custom Paragraphs tab. For details, see Client documents overview.
Paragraph: Number / Description
Choose from the available paragraphs by entering the paragraph number or select from the drop-down list. Choose the number that corresponds to the paragraph statement required for this client. UltraTax CS automatically updates the
Description
with the custom paragraph description associated with the selection made in the Paragraph Number
field. An entry in these fields prints the selected paragraph in the client's document. UltraTax CS prints up to three paragraphs with the return.Election Statements
Use this section to select election statements to be attached to this client's return. Statements are created by choosing Setup, 1040 Individual, Iowa tab, and then Tax Elections. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, see Editing or creating tax elections.
Election: Number / Description
Enter the election number that corresponds to the election statement required for this return. The
Description
field automatically updates with the Election Statement description associated with the selection made in the Number
field. UltraTax CS prints up to three statements with the return.