Screen WILetter — Wisconsin Custom Paragraphs, Elections, Other Options (1041)

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Custom Paragraphs

To create custom paragraphs:
  1. Select
    Setup
    , then
    1041 Fiduciary
    .
  2. On the
    Wisconsin
    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 doesn't appear in the list of paragraphs available.
Number
Select a paragraph number from the
Number
box 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.
Description
shows the title of the selected paragraph.

Elections

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

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