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Custom Statement window
Show all expandable content
Custom statements can be added to new, existing, or proforma'd clients. Custom statements are permanent for the current year, and won’t be proforma. Additionally, custom statements will be automatically added to any new, proforma'd, or existing clients. To stop the statement from printing or automatically populating to other clients, use the following information.
Use this window to set up a custom statement for any field that:
- Is not anActivity unit numberfield for multiple-unit input screens.
- Doesn’t have a fieldview attached, as indicated by an arrow.
- Doesn’t already have an attached statement window, as indicated by the Statement window.
When adding a custom statement:
To open this window, place the cursor in a field that meets the earlier criteria, and then select Edit
, then Custom Statements
.When editing an existing custom statement:
To open this window, place the cursor in the field, select Edit
, Edit Statement
to open the statement window, and then select Properties
from the Statement menu.note
Once you set up a custom statement, it is automatically attached to any client subsequently opened for processing, and to all clients subsequently added to or proforma'd into UltraTax CS. Once a custom statement is attached to a client, it can't be removed in the current year.
Fields and buttons
Enter a custom statement title (required)
Enter the title you want for this custom statement, or edit the existing title. This title appears on the statement when you print it.
Select a format for this statement
From the dropdown list attached to this field, select one of six predefined formats for this custom statement.
Note that the number in parentheses following Description represents the number of characters you can enter in the statement's
Description
field.tip
- If you selectnonefrom this dropdown list, this custom statement won’t be attached to clients subsequently added to UltraTax CS, nor to existing clients who don’t already have the statement attached.
- If you change the format selected here, the change automatically applies to the open client and to all other clients the next time you open themunlessyou change from a predefined format tonone. (View the previous tip for details on changing tonone.)