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Screen SELetter — South Carolina 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 needed for this client, or press
F4
 to view a list of available paragraphs. UltraTax CS prints the selected paragraph in the client document.
note
To create custom paragraphs:
  1. Select
    Setup
    , then [
    application name
    ].
  2. Select the
    South Carolina PPT
     tab,
  3. Select
    Filing Instructions
    .
  4. Select the
    Custom Paragraphs
     tab.
The Customizing client documents: custom paragraphs article has further details.
Description
UltraTax CS updates the
Description
  with the paragraph description associated with the
Paragraph Number
 you've selected.

Elections

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 needed for this client, or press
F4
 to view a list of available elections. UltraTax CS prints the selected election statements.
note
To create election statements:
  1. Select
    Setup
    , then
    [application name]
    .
  2. Select the
    South Carolina PPT
     tab.
  3. Select
    Tax Elections
    .
The Selecting and printing tax elections article has further details.
Description
UltraTax CS updates the
Description
 with the election description associated with the
Election Number
you've selected.

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