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Screen KALetter - Kentucky PPT - Client Documents and Elections
Show all hidden content
Overview
Use this screen to select custom paragraphs and election statements.
Custom Paragraphs
Use this section to select custom paragraphs for use in client documents.
Number
Enter the paragraph number that corresponds to the custom paragraph to use with this client, or use the dropdown list to view a list of available paragraphs. An entry in 1 of these fields causes UltraTax CS to print the selected paragraph in the client document.
note
To create custom paragraphs, select
Setup
, [application name]
, the Kentucky PPT
tab, Filing Instructions
, then the Custom Paragraphs
tab. For more information, see Customizing client documents: custom paragraphs.Description
UltraTax CS automatically updates this field with the paragraph description associated with the selection made in the
Paragraph Number
field.Elections
Use this section to select election statements to be attached to the client’s return.
Number
Enter the election number that corresponds to the election statement required for the client. UltraTax CS prints up to 3 election statements with the return.
note
To create election statements, select
Setup
, [application name]
, the Kentucky PPT
tab, then Tax Elections
. For more information, see Selecting and printing tax elections.Description
UltraTax CS automatically updates these fields with the election descriptions associated with the selections made in the
Election Number
fields.