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Future of professionals report 2025
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Screen NGLetter - North Carolina PPT - Client Documents and Elections
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Overview
Use this screen to choose custom paragraphs and election statements.
Custom Paragraphs
Use this section to choose 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 press F4 to choose a custom paragraph. UltraTax CS prints the selected paragraphs in the client document.
note
To create custom paragraphs, choose Setup, [product name], North Carolina PPT tab; select Filing Instructions; then select the Custom Paragraphs tab. For more information, see Customizing client documents: custom paragraphs.
Paragraph 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 choose 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 press F4 to choose an election number. UltraTax CS prints selected election statements in the client document.
note
To create election statements, choose Setup, [product name], North Carolina PPT tab, then select Tax Elections. For more information, see Selecting and printing tax elections.
Election Description
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
field.