Screen ILLetter - Illinois Custom Paragraphs and Elections (706)

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Custom Paragraphs

Create custom paragraphs by selecting
Setup
,
706 Estate Tax
, the
Illinois
tab,
Filing Instructions
,
Instructions Insert
or
Letter Insert
, then the
Custom Paragraphs
tab. 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. Up to 5 custom paragraphs will print on the client documents. The
Description
field displays the title of the selected paragraph.

Elections

Number
Select an election number from the
Number
field that corresponds to the client’s required election statement. The
Description
field displays the title of the selected paragraph.

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