Enter the salutation and IRS service center

For 1120 returns, the salutation on the transmittal letter is "Dear" followed by the word "BLANK."
  • To use a word other than "Dear," you can change the default in the
    Document Editing
    window.
  • To print the client's family name or some other variation of the client's name, you can change the salutation for the client in the
    Letter
    screen.
You can use the Letter screen to override the default service center information. (UltraTax CS automatically determines the IRS service center based on the state ZIP Code entered in the general information input screen.) Do the following to change the default salutation and/or the IRS Service Center.
  1. Select
    File
    , then
    Open Client
    to open the client.
  2. Go to the
    General
    folder in the folders block.
  3. Select the tab for the
    Letter
    screen.
  4. Enter the salutation you want to show in this client's letter in the
    Salutation
    field.
  5. Select the service center from the dropdown for the
    IRS Service Center
    field.

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