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
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