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Entering Taxpayer/Spouse Salutation field in Client Letters

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📊 Step-by-Step Guide

Step 1: Select a Salutation from the Drop-Down List

Use this when you want to address your client letters with a taxpayer/spouse salutation.

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

Step 2: Enable the Salutation Drop-Down List (if you do not see it)

Use this when the Taxpayer/Spouse Salutation field does not show a drop-down list.

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:

1. Log in with any user that has access to the Utility Program.
2. On the Tools menu, select Utilities/Setup Assistant.
3. On the Setup menu, select Setup Assistant.
4. On the General Options tab, select the Display User-Defined and Auto-Populated History Lists check box.
5. Click Next twice, and then click Finish.

Step 3: Add Additional Selections to the Salutation Field

Use this when you want the Salutation field to include more options for your client base.

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:

1. Log in as the ADMIN user.
2. On the Tools menu, select Edit Tax Form Defaults.
3. Select Individual- 1040, and click Yes to confirm.
4. Right-click Taxpayer/Spouse Salutation, and then select Edit History List.
5. Add items to the list, and then click OK.

Tags: install,setup