2018 UltraTax CS
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Follow these steps to view the contents of custom paragraphs in UltraTax/5500.
- Choose Setup > 5500 Benefit Plans > Letters & Emails.
- Click the Custom Paragraphs tab.
- Select a custom paragraph and then click Open to display it's contents.
The following is a summary of each custom paragraph.
| No. | Description | Paragraph summary |
|---|---|---|
| 2 | Mailing Envelopes (TL) | Mailing envelopes are enclosed with the client's copy of the return for convenient filing. |
| 3 | Statement (TL) | Invoice for services rendered enclosed. |
| 5 | Participant Stmt (FI) | Participants should receive a copy of their individual statement of account. |
| 6 | Privacy Policy (TL) | Privacy of client information. |
| 8 | Private Delivery Services (TL) | Methods of submitting Form 5500-EZ via private delivery services that meet the IRS requirements. |
| 28 | IRS Phishing Email (G) | Reminder that the IRS does not send out unsolicited email messages that request detailed personal information. |
Note: You may edit existing custom paragraphs or create new ones.
The (TL), (FI), and (G) show the default print locations of the custom paragraphs within the client documents.
- Paragraphs with (TL) print in the transmittal letter.
- Paragraphs with (FI) print in the filing instructions.
- Paragraphs with (G) print in the email and web delivery greetings.
You may use the default location or edit the location for a custom paragraph.
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