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Screen FOLetter - Florida PPT - Client Documents and Elections

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Overview

Use this screen to select custom paragraphs and election statements.

Custom Paragraphs

Use this section to select custom paragraphs for use in the client documents.
Paragraph Number
Enter the paragraph number that corresponds to the custom paragraph required for this client, or select F4 to select a custom paragraph. UltraTax CS will print selected paragraphs in the client document.
note
To create custom paragraphs:
  1. Select
    Setup
    , [product name], then the
    Florida PPT
     tab.
  2. Select
    Filing Instructions
    .
  3. 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

Use this section to select election statements to be attached to the client’s return.
Election Number
Enter the election number that corresponds to the election statement required for this client, or select F4 to select an election number. UltraTax CS will print selected election statements in the client document.
note
To create election statements:
Select
Setup
, [product name], then the
Florida PPT
 tab.
Select Tax Elections.
Election Description
UltraTax CS automatically updates this box with the election description associated with the selection made in
Election Number
.

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