Screen IDLetter - Idaho Client Documents, Elections and Filing Instructions (1065)

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Custom Paragraphs

Paragraph Number
Enter the paragraph number that corresponds to the custom paragraph selected for this client. To create a custom paragraph, select Setup, 1065 Partnership, Idaho tab, select Filing Instructions, then select the Custom Paragraphs tab.
Paragraph Description
UltraTax CS automatically updates this box with the paragraph description associated with the selection made in
Paragraph Number
.

Election Statements

Election Number
Enter the election number that corresponds to the election statement required for this client. UltraTax CS prints up to three election statements with the return. To create a statement, select Setup, 1065 Partnership, Idaho tab, then Tax Elections.
Election Description
UltraTax CS automatically updates this box with the election description associated with the selection made in
Election Number
.

Electronic Funds Transfer Payments

Partnership return
Enter
X
to indicate that the balance due on Form 65 will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions.
Withholding return
Enter
X
to indicate that the balance due on Form PTE-01 will be paid by electronic funds transfer (EFT). UltraTax CS uses this information to complete the filing instructions.

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