You cannot from within Lacerte, unless you print only one at a time (in which case the File Save dialog pops up for each one, and you can name it whatever you please (including to its own unique path/storage location, should you choose).

  But if you are printing several, the Client# is the only keyword that Lacerte uses for saving.

I have been asking for 20 years that they enable more keywords across all of their PDF saving, both for Return Copy (review, file, client, government) from the Ctrl+P(rint return) dialog, and Organizers especially.

They have perfectly good keywords INSIDE of the return (used in the Letter) and for the Organizer, use them in the FileName as well.  [TaxYear], type of file (relview, file, client, govx̌t), client last name, spouse last name, entity name, tax module, date (specify format; I use YYYYMMDD), and so on.

  Still no action on this.  Ever.

I resorted to setting an entry in Windows' Tasks to "look in that folder" where we print them to, and if it says "Client Copy" go put it in <that other spot> with <this other filename>.  Still does not get you the ClientName, though, still just the Client#.

Best thing I have found is "dir *.pdf /b > filelist.txt", then in Lacerte do an export of Client # and Client Last Name columns, and use spreadsheet columns to create lines that come out as "ren <source filename, from the 'dir' command you just ran, which includes the Client#> <new path, if you choose>\#, LastName, <what, like 'Client Copy'>, YYYYMMDD.PDF" and run each line for 2000+ files in the directory in a row.  Gives me the Lacerte #, family name, client/gov't, and Date generated in case we have many versions.

  If you prefer to have a safety net, do it as a 'copy' command [so you still have the original in case of mistakes] rather than 'ren'ame.

Robert Kirk

LTUGtools