Screen DELetter — Delaware Custom Paragraphs and Elections (1041)

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Custom Paragraphs

To create custom paragraphs:
  1. Select
    Setup
    , then
    1041 Fiduciary
    .
  2. On the
    Delaware
    tab, select
    Filing Instructions
    , then
    Instructions Insert
    , or
    Letter Insert
    .
  3. Select the
    Custom Paragraphs
    tab.
    note
    If you selected a custom paragraph globally, it does not appear in the list of paragraphs available.
Number
Select a paragraph number from the
Number
field that corresponds to the custom paragraph you want to use for this client. You can print up to 5 custom paragraphs in the client documents. The
Description
box shows the title of the selected paragraph.

Elections

To create election statements:
  1. Select
    Setup
    , then
    1041 Fiduciary
    .
  2. On the
    Delaware
    tab, select
    Tax Elections
    .
    note
    UltraTax CS provides a blank election statement which you can customize, as many times as necessary, for specific needs.
Number
Enter or select the election number that corresponds to the election statement needed for this client. You can print up to 3 election statements with the return. The
Description
box shows the title of the selected paragraph.

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