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Editing the client letter salutation in Lacerte
by Intuit•4• Updated 6 months ago
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]
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