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.

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