Support CenterEntering Taxpayer/Spouse Salutation field in Client Letters
SureFire offers you the salutation field in your returns allow you more options on how to address your customers.
This tool allows you to present more professional client letters that contain the taxpayer/spouse salutations.
From the main information sheet, right next to the taxpayer/spouse name, select a choice from the drop-down list. SureFire is delivered with the following default selections:
Mr
Mrs
Miss
Dr
Sr
Sra
Srta
If you do not have a drop-down list when selecting the Taxpayer/Spouse Salutation field, you need to enable the Display User-Defined and Auto-Populated History Lists option in Setup Options.
To enable this option:
Log in with any user that has access to the Utility Program.
On the Tools menu, select Utilities/Setup Assistant.
On the Setup menu, select Setup Assistant.
On the General Optionstab,select the Display User-Defined and Auto-Populated History Lists check box.
Click Next twice, and then click Finish.
If you want to see additional selections in the Salutation field to accommodate your client base, follow the steps below.
To add selections to the Salutation field
Log in as the ADMIN user.
On the Tools menu, select Edit Tax Form Defaults.
Select Individual- 1040, and click Yes to confirm.
Right-click Taxpayer/Spouse Salutation, and then select Edit History List.
Add items to the list, and then click OK.
Note: Only the ADMIN user can add/remove selections to the salutation entries.
Additional Information
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Tags: install,setup