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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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