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Future of professionals report 2025
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Screen MFLetter - Maryland PPT - Client Documents and Elections
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Overview
Use this screen to provide other client document information and select custom paragraphs and election statements.
Other Client Document Information
Use this screen to provide other client document information.
Private delivery service
Enter
X
to use private delivery service mailing address.Custom Paragraphs
Use this section to select custom paragraphs for use in the client documents.
Number
Enter the paragraph number that corresponds to the custom paragraph to use with this client, or press F4 to view a list of available paragraphs. UltraTax CS will print the selected paragraph in the client document.
note
To create custom paragraphs, choose Setup, then [product name]. On the Maryland PPT tab, select Filing Instructions and then the Custom Paragraphs tab.
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 this client. UltraTax CS prints up to 3 election statements with the return.
note
To create election statements, choose Setup, [product name], and then on the Maryland PPT tab, select Tax Elections.
Description
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
field.