Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Screens

Screen VTLetter - Vermont Client Documents and Elections (1040)

Show all hidden content

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
Enter the paragraph number or use
F4
 to view a list of available paragraphs. UltraTax CS prints up to 3 election statements with the return. Choose the number that corresponds to the paragraph in the client's document.
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
, then
1040 Individual
. In the
Vermont
 tab, select
Letter Insert
. You can also go to
Filing Instruction
 in the
Custom Paragraphs
 tab.
Paragraph: Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made in the
Paragraph Number
 field.

Election Statements

Use this section to select election statements to be attached to this client's return. Statements are created by selecting
Setup
, then
1040 Individual
. In the
Vermont
 tab, select
Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs.
Election: Number
Enter the election number that corresponds to the election statement required for this return. UltraTax CS prints up to 3 statements with the return.
Election: Description
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
 field.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close