2018 UltraTax CS
New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
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. |
Was this article helpful?
Thank you for the feedback!