cpavilla
Level 2
05-27-2020
05:50 PM
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How can I get Lacerte settings to change the automatic file name when printing any client tax return to PDF? When printing a client copy to PDF, the Windows File Explorer box automatically includes to save file name as "Client Copy of #####". I have to change this each time to my liking. For each printing job to PDF, I would like the file name to automatically say something like "20XX_1065_ClientNameLLC" or any other similar order. Is this even possible?
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George4Tacks
Level 15
05-28-2020
12:34 AM
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Certainly everything is possible.
Does Lacerte has this option now? NO!
Answers are easy. Questions are hard!
Does Lacerte has this option now? NO!
Answers are easy. Questions are hard!
cpavilla
Level 2
05-28-2020
02:29 AM
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Ok thanks for responding.