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Screen KYLetter - Kentucky 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, select
Setup
,
1040 Individual
,
Kentucky
 tab, and select the
Letter Insert
 or
Filing Instructions
 in the
Custom Paragraphs
 tab.
Paragraph Number / Description
Enter the paragraph number or select the dropdown list to view a list of available paragraphs. Select 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
Paragraph Number
. An entry in these fields prints the selected paragraph in the client’s document. UltraTax CS prints up to five 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 selecting
Setup
,
1040 Individual
,
Kentucky
 tab,
Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs.
Election Number / Description
Enter the election number that corresponds to the election statement required for this return.
Description
 automatically updates with the Election Statement description associated with the selection made in
Number
. UltraTax CS prints up to three statements with the return.

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