709-US: Viewing the contents and summaries of all custom paragraphs (FAQ)

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How do I view the contents and summaries of all custom paragraphs that are included in UltraTax/709?


To view the complete contents of custom paragraphs, see Customizing client documents: custom paragraphs.

The following is a summary of each custom paragraph.

No. Description Paragraph summary
1 Mailing Envelope (TL) Enclosed are pre-addressed envelopes for mailing returns.
2 Certified Mail (TL) We recommend that you use certified mail with postmarked receipts for timely filing.
3 Statement (TL) Enclosed is an invoice for preparation of your gift tax returns.
4 Extension Amounts (TL) Extension amounts are estimates of tax liability.
5 Gift Splitting Mailing (TL) When gift splitting, the IRS requests both returns be mailed together.
6 IRS Phishing Email (G) Reminder that the IRS does not send out unsolicited email messages that request detailed personal information.
7 Privacy Policy (TL) Privacy of client information.
8 Gift Splitting (FI) When gift splitting, both spouses must sign, and the IRS requests both returns be mailed together.
9 Disclaimer (TL) Any accounting, business, or tax advice contained in this communication is not intended as a formal opinion, nor is it sufficient to avoid tax-related penalties.

Related topic: 709-US: Custom paragraphs FAQs

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