5500-US: Viewing the contents of custom paragraphs (FAQ)

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Follow these steps to view the contents of custom paragraphs in UltraTax/5500.

  1. Choose Setup > 5500 Benefit Plans > Letters & Emails.
  2. Click the Custom Paragraphs tab.
  3. 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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