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Future of professionals report 2025
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Screen WJLetter - Wisconsin 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 the client documents.
Paragraph 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 prints the selected paragraph in the client document.
note
To create custom paragraphs, choose Setup, [product name], Wisconsin PPT tab, then select the Filing Instructions button. Select the Custom Paragraphs tab. For more information, view 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 select 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. UltraTax CS prints up to three election statements with the return.
note
To create election statements, choose Setup, [product name], Wisconsin PPT tab, and then select the Tax Elections button. For more information, view 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.