Screen HILetter - Hawaii Custom Paragraphs, Elections, Other Options (1041)

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Custom Paragraphs

Create custom paragraphs by following these steps:
  1. Select
    Setup
    then
    1041 Fiduciary
    .
  2. Select the
    Hawaii
    . tab >
  3. Choose between
    Filing Instructions
    ,
    Instructions Insert
    , or
    Letter Insert
    .
  4. Select the
    Custom Paragraphs
    tab.
    note
    If you selected a custom paragraph globally, it doesn't 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.
Up to five custom paragraphs print in the client documents.
The
Description
field displays the title of the selected paragraph.

Elections

Create election statements by following these steps:
  1. Select
    Setup
    then
    1041 Fiduciary
    .
  2. Select the
    Hawaii
    tab then
    Tax Elections
    .
UltraTax CS provides a blank election statement you can customize.
Number
Enter or select the election number that corresponds to the election statement required for this client.
Up to three election statements print with the return.
The
Description
field displays the title of the selected paragraph.

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