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Editing the client letter salutation in Lacerte

SOLVED•by Intuit•Lacerte Tax•68•Updated October 06, 2021

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

  1. Go to Screen 1, Client Information
  2. Scroll down to the Miscellaneous Info section
  3. Enter Salutation [O]
  1. Go to Screen 2.1, Invoice, Letter, Filing Instructions
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 5.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 4.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 3.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 3.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 3.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 4.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]
  1. Go to Screen 2.1, Invoice, Letter, Filing Instr.
  2. Scroll down to the Client Letter section
  3. Enter Salutation [O]

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