Screen UTLetter — Utah Client Documents and Elections (1040)

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Custom Paragraphs

To create custom paragraphs:
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. Select the
    Utah
    tab.
  3. Select
    Letter Insert
    , or
    Filing Instruction
    , then the
    Custom Paragraphs
    tab.
note
Select the Custom Paragraphs tab to open the Document Editing window. If you selected a custom paragraph globally, it does not appear in the list of paragraphs available.
Paragraph: Number
Select a paragraph from
Paragraph Number
that you want to use as a custom paragraph.
Paragraph Description
shows the title of the selected paragraph.

Election Statements

To create election statements, select
Setup
, then
1040 Individual
, and select
Tax Elections
on the
Utah
tab. You can customize the blank state election statements.
Election: Number
Select an
Election Number
that corresponds to the client’s required election statement.
Description
shows the title of the selected paragraph.

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