huntsdabibil
Level 2
‎02-18-2022 01:17 PM

Is anyone else having an issue when trying to save a PDF file to a different location?

 

This is the settings from ProSeries 2020. When I am saving to file, it prompts me to choose the file location it wants me to save the tax return to.

Capture.PNG

 This is the settings from ProSeries 2021.

Capture1.PNG

 When I press print, within 5 seconds in ProSeries 2021, it says this, when saving to file is only selected.

Capture2.PNG

 

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dascpa
Level 12
‎02-18-2022 01:21 PM

Nope.  No issues for any years.  Maybe refresh your updates?

Just-Lisa-Now-
Level 15
Level 15
‎02-18-2022 01:37 PM

So you cant change it in the Global Print Options and have it saved for all clients? 

Do you have an S: drive?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
huntsdabibil
Level 2
‎02-18-2022 03:27 PM

No luck.

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huntsdabibil
Level 2
‎02-18-2022 03:33 PM

No I can change it in Global print options saves for all clients.

I have an S drive and if I deselect "Use default file names for PDF files for returns" and attempt to print it says user canceled print job. If I leave it checked, it automatically saves to that S drive location. This is just the default path for my returns, but I save each tax return to a client specific file inside of the S drive.

I am looking for it to prompt me for the file name, which I change to like "2021 tax return" and save it in a specific folder inside the S drive.

 

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