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Organizer setup and options

Change the salutation for
Client Organizer
 cover letters

The
Client Organizer
 automatically begins each letter with “Dear” then the client’s first name, exactly as it displays in the client’s
1040
 screen. If you want to use the client’s last name or a different version of their name in the salutation, follow these steps.
  1. Select
    File
    , then
    Open Client
    , and select the client.
  2. Select
    View
    , then
    Client Organizer
     to open the organizer input screens.
  3. Select the
    General
     folder.
  4. On the
    1040
    screen, go to the
    Personal Information
     section.
  5. Enter a salutation (don't include
    Dear
    ) in the
    Cover letter salutation
     field.
    note
    • Any changes you make to the Organizer's salutation will also apply to the tax salutation.
    • If you want the cover letter to go to the address listed under personal representative information on the
      Info
       screen, you should enter the personal representative's name in the
      Cover Letter Salutation
       field. The application automatically uses this personal representative information when the filing status is anything other than married filing jointly and a date of death is entered in the taxpayer's
      1040
       screen.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer,Documents

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