Default settings for client documents in the instance of a deceased spouse
Client document | Presentation |
|---|---|
Invoice | Name of the surviving spouse |
Transmittal Letter | Name of the surviving spouse |
Transmittal Letter salutation | Name of the surviving spouse |
Filing instruction | Name of the taxpayers as reported on the return |
Estimate filing instruction | Name of the surviving spouse |
Amended filing instruction | Name of the taxpayers as reported on the return |
Client slipsheet | Name of the surviving spouse |
Tax authority slipsheet | Name of the surviving spouse |
