2018 UltraTax CS
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Question
How do I view the contents and summaries of all included custom paragraphs?
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.
| No. | Description | Paragraph Summary |
|---|---|---|
| 1 | Certified Mail (TL) | Certified mail with postmarked receipts is recommended for timely filing |
| 2 | Extension Amounts (TL) | Extension amounts are estimates of tax liability |
| 3 | Form 706-CE Paragraph (FI) | Filing instructions for Form 706-CE |
| 4 | Not applicable | This paragraph number is intentionally omitted |
| 5 | Not applicable | This paragraph number is intentionally omitted |
| 6 | Mailing Envelope (TL) | Enclosed are pre-addressed envelopes for mailing the return |
| 7 | Multiple Executor (FI) | Signature information for the Multiple Executor Information Worksheet |
| 8 | Representative Paragraph (FI) | Representative signature information for Form 706, Part 4 |
| 9 | Schedule A-1 Paragraph (FI) | Signature information for Schedule A-1 |
| 10 | Schedule R-1 Paragraph (FI) | Signature information for Schedule R-1 |
| 11 | Private Delivery Services (TL) | Information on how to send a return using a private delivery service |
| 12 | Statement (TL) | Enclosed is an invoice for the preparation of the tax return |
| 13 | Privacy Policy (TL) | Privacy of client information |
| 39 | Circular 230 Disclosure (TL) | Any tax advice contained in this communication is not intended or written to be used to avoid imposed tax penalties. |
| 43 | IRS Phishing Email (G) | IRS does not send out unsolicited emails requesting detailed personal information. |
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