UltraTax CS
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 | Not applicable | This paragraph number is intentionally omitted. |
| 2 | Not applicable | This paragraph number is intentionally omitted. |
| 3 | Long-term Cap Loss CO (TL) | Reports the amount of long-term capital loss available to the following year |
| 4 | Short-term Cap Loss CO (TL) | Reports the amount of short-term capital loss available to the following year. |
| 5 | Penalties, Form 990-T (FI) | Penalties will not be assessed if quarterly estimated tax payments are made. |
| 6 | Penalties, Form 990-PF (FI) | Penalties will not be assessed if quarterly estimated tax payments are made. |
| 7 | Tax Return History Report (TL) | Tax return history report is included within tax return. |
| 8 | Private Delivery Services (TL) | Information on how to send a return using a private delivery service. |
| 9 | Certified Mail (TL) | Certified mail with postmarked receipts is recommended for timely filing. |
| 10 | Mailing Envelope (TL) | Enclosed are pre-addressed envelopes for mailing the return. |
| 11 | Privacy Policy (TL) | Privacy of client information. |
| 12 | Not applicable | This paragraph number is intentionally omitted. |
| 13 | Est Tax Pmts, 990-PF (B) (FI) | Reminders for estimated tax payments 2, 3, and 4 will be sent prior to the due date. |
| 14 | Undistributed income, 990-PF (TL) | Current year undistributed income required to be distributed in the next year. |
| 15 | Status of Estimate, 990PF (FI) | Estimated tax payments should be reviewed on a quarterly basis to avoid an underpayment situation. |
| 16 | Not applicable | This paragraph number is intentionally omitted. |
| 17 | Est Tax Pmts. 990-T (B) (FI) | Reminders for estimated tax payments 2, 3, and 4 will be sent prior to the due date. |
| 18 | Extension Amounts (TL) | Extensions are for time to file, not to pay tax. Interest or penalties may result. |
| 19 | Status of Estimate, 990-T (FI) | Estimated tax payments should be reviewed on a quarterly basis to avoid an underpayment situation. |
| 20 | Disclaimer (TL) | Disclaimer for tax advice provided in practitioner's communications. |
| 21 | IRS Phishing Email (G) | Reminder that the IRS does not send out unsolicited email messages that request detailed personal information. |
| 22 | Extension Filed (TL) | Extension filed on your behalf. |
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