Screen MLLetter - Michigan PPT - Client Documents and Elections

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.
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 prints the selected paragraph in the client document.
UltraTax CS automatically updates this field with the paragraph description associated with the selection made in the
Custom Paragraphs: Number
field.

Elections

Use this section to select election statements to be attached to the client’s return.
Enter the election number that corresponds to the election statement required for this client. UltraTax CS prints up to three election statements with the return.
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Elections: Number
field.

Michigan ESA Payment

Use this section to indicate the payment due on Form 5328 will be paid on the Michigan Treasury Online (MTO) website.
Enter
X
to indicate that the tax due on Form 5328 will be paid on the MTO website. If this field is left blank the filing instructions default to any payment due will be paid via Electronic Funds Transfer (EFT).
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