Editing the client letter salutation in Lacerte

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

Individual

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

Partnership

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

Corporate

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

S-Corporate

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

Fiduciary

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

Exempt Organization

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

Estate

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

Gift Tax

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

Benefit Plan

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