Accountants Enterprise with Tax only
Practice Manager users do not have the Return Properties Default tab but record salutation information using the client’s Extras tab.
The Salutation details are used for adding salutations to the return, if required. This facility is especially useful when letters require a specific salutation, for example; ‘Dear Bob’.
To access the Default Salutation for a return, click Return Properties > Defaults tab.
Salutation Details recorded are:
Use Return Salutation: To establish the Return salutation in this screen, tick the checkbox. If left unticked, then the Return Salutation will be linked to that established in the client details screen.
Return Salutation: This field will only be processed if Use Return Salutation checkbox is ticked. Enter the relevant salutation, up to 20 characters. click [Enter] to continue.
This field is available in the letter writing facility via field A197. If the Use Return Salutation checkbox is ticked, A197 will print the Return Salutation. If it is unticked, A197 will print the Client Salutation.
Initials: The initials of the client will default. To accept the default initials, click [Enter]. Alternatively, enter the required initials. You may also leave this field blank.
If you have selected a CDS name for the I return, the initials will be reset to those corresponding to that CDS name.If you have selected a CDS name for the I return, the initials will be reset to those corresponding to that CDS name.
Alternate salutation: You may enter another salutation at this field. Alternatively, if not required, leave this field blank by clicking [Enter].
The alternate salutation is available in the letter writing facility via the field A199.