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JimWoy
Level 2
February 18, 2026
Question

How do you change the address in the client letters

  • February 18, 2026
  • 3 replies
  • 33 views

The letter default is Dear client - How do you change 

3 replies

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
February 18, 2026

Tools manage letters edit save

you have to have a client open 

If at first you don’t succeed…..find a workaround
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 18, 2026

    I see this at the bottom of the fed info worksheet for first name salutation, but I think you still have to edit the client letter somehow, if you put your cursor on the top line and hit the yellow ? button it explains it, sounds like too much for to me, people barely read the letter anyhow.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      dascpa
      dascpa
      Level 11
      February 18, 2026

      Based on the bottom of the Fed Info Wksht <@FDISalutat>

       

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