Screen RILetter - Rhode Island Custom Paragraphs and Elections (706)

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Custom Paragraphs

To create custom paragraphs:
  1. Select
    Setup
    , then
    706 Estate Tax
    .
  2. Select the
    Rhode Island
    tab, then
    Filing Instructions
    ,
    Instructions Insert
    , or
    Letter Insert
    .
  3. Select the
    Custom Paragraphs
    tab.
note
If you selected a custom paragraph globally, it does not appear in the list of paragraphs available.
Number
Select a paragraph number from
Number
that corresponds to the custom paragraph you want to use for this client. Up to five custom paragraphs print on the client documents.
Description
displays the title of the selected paragraph.

Elections

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

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