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Create a custom statement

UltraTax CS includes many statement windows that let you enter detailed information required by taxing authorities. You can also create custom statements for any field that:
  • Isn't a
    Unit
     field for multiple-unit input screens.
  • Doesn’t have a dropdown (no arrow appears next to the field).
  • Doesn’t already have an attached statement window (no
    Statement
     button appears next to the field).
You can create custom statements in any client and make them available in all other clients. On a network, the statements you add become available to all UltraTax CS users.
note
  • UltraTax CS automatically attaches a new custom statement to any client you open, add, or proforma. Once attached, you can't remove a custom statement that year.
  • Because custom statements target standard dollar fields, they may not work in nonstandard fields. For example, on 1040‑US, Screen A, a custom statement on
    Medical miles driven
     or
    Volunteer miles driven
     won’t work because those fields track mileage, not dollars. Attaching a custom statement to those fields makes UltraTax CS omit the amount from the return.
  1. Switch to input screen view. Custom statements are not available in form view.
  2. Place the cursor in a field that meets the previous criteria. Select
    Edit
    , then
    Custom Statements
     to open the
    Custom Statement
     window.
  3. Enter the custom statement's title. UltraTax CS prints this title on the statement.
  4. From the dropdown list, select the statement format. The number in parentheses after
    Description
     shows how many characters you can enter in the
    Description
     field. To prevent UltraTax CS from attaching this statement to other clients, select
    none
    .
  5. Select
    OK
     to close the window. UltraTax CS indicates the custom statement with a
    Statement
     button next to the field and a green vertical bar.
  6. Select the
    Statement
     button to open the custom statement and enter the detailed information.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Clients

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