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Screen TNLetter - Tennessee 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 this client's return.
Custom Paragraphs
Paragraph Number/ Description
Enter the paragraph number or press F4 to view a list of available paragraphs. Choose the number that corresponds to the paragraph statement required for this client. An entry in these fields prints the selected paragraph in the client's document. UltraTax CS prints up to five paragraphs with the return.
note
These fields become available after you have created a custom paragraph. To open the Document Editing window to create a custom paragraph, choose Setup, 1040 Individual, and then Tennessee tab and select the Letter Insert or Filing Instructions / Custom Paragraphs tab. For details, see Client documents overview.
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, Tennessee tab, and then Tax Elections. 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. UltraTax CS prints up to three election statements with the return.
note
These fields become available after you have created an election. To open the Document Editing window to create a custom paragraph, choose Setup, 1040 Individual, and then Tennessee tab and select the Tax Elections button.