1065-US: Viewing the contents and summaries of all custom paragraphs (FAQ)

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Question

How do I view the contents and summaries of all custom paragraphs included in UltraTax/1065?

Answer

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

The following is a summary of each custom paragraph.

Description Paragraph summary
Certified Mail (TL) Certified mail with postmarked receipts is recommended for timely filing.
Mailing Envelope (TL) Pre-addressed envelopes are enclosed for mailing your returns.
Partner K1 Enclosed (TL) Schedule K-1 is enclosed; distribute schedules and instructions as soon as possible.
Section 179 C/O (FI) Reports the amount of section 179 transferred over to next year.
Statement Enclosed (TL) Enclosed is an invoice for preparation of the tax return.
Form 8283 Donee Ack (FI) Form 8283 completion, signature, and filing instructions.
Private Delivery Services (TL) How to send a return using a private delivery service.
Privacy Policy (TL) Privacy of client information.
Retirement Contrib (TL) A retirement plan contribution must be made.
Disclaimer (TL) Any accounting, business, or tax advice contained in this communication … nor is it sufficient to avoid tax-related penalties.
Contribution Support (TL) Written substantiation is needed for any contribution of $250 or more.
Elec Funds Withdrawal (TL) Instructions about how to revoke an electronic funds withdrawal payment.
8813 Tax Pymts - No Reminder (FI) Reminders for the estimated tax installments will not be sent to you.
8813 Tax Pymts - Reminder (FI) Reminders for the estimated tax installments 2, 3, and 4 will be sent to you prior to the due date.
Tax Return History Report (TL) A Tax Return History Report is included with your tax return.
Schedule K-1 Instructions (TL) The taxing authority instructions are not attached to the enclosed copy of your Schedule K-1.
Sign Section 199A Safe Harbor Stmt (FI) Section 199A safe harbor statement should be signed, and will be included as an attachment to the electronic file, if applicable.

Related topic: Custom paragraph FAQs (1065)

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