1040-US: Default settings for client documents in instance of deceased spouse

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

What are the UltraTax CS default settings for client documents in the case 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 taxpayer(s) as reported on the return
Estimate filing instruction Name of the surviving spouse
Amended filing instruction Name of the taxpayer(s) as reported on the return
Client slipsheet Name of the surviving spouse
Tax authority slipsheet Name of the surviving spouse

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