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Future of professionals report 2025
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Screen NYLetter - New York Custom Paragraphs and Elections (706)
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Custom Paragraphs
Create custom paragraphs by choosing Setup > 706 Estate Tax > New York tab > Filing Instructions, Instructions Insert, or Letter Insert button as applicable, then click 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 five custom paragraphs 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.