Help Articles

This article explains how to change the salutation on the Client Letter or e-file Acceptance Letter.

Individual

Go to Screen 1, Client Information
Scroll down to the Miscellaneous Info section
Enter Salutation [O]

Partnership

Go to Screen 2.1, Invoice, Letter, Filing Instructions
Scroll down to the Client Letter section
Enter Salutation [O]

Corporate

Go to Screen 5.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

S-Corporate

Go to Screen 4.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

Fiduciary

Go to Screen 3.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

Exempt Organization

Go to Screen 3.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

Estate

Go to Screen 3.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

Gift Tax

Go to Screen 4.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]

Benefit Plan

Go to Screen 2.1, Invoice, Letter, Filing Instr.
Scroll down to the Client Letter section
Enter Salutation [O]