2017 ULTRATAX CS- Alerts and notices
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Question
How do I view the contents and summaries of all custom paragraphs that are included in UltraTax/709?
Answer
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