smartcpa
Level 2

Intuit / Lacerte product enhancement.

When I print an amended return to Smartvault, it overwrites the original return.  Same issue when printing acceptance letters - if an extension acceptance letter is printed, it gets overwritten when printing the e-file acceptance for the tax return filing. 

There should be different naming conventions for each type of PDF printed out of the program to distinguish from tax returns, amended returns, estimated tax payments, FINCEN filings, etc.  Otherwise we need to rename printed documents that we don't want overridden.  

This has to happen at the software level as Smartvault is merely a storage location, and Intuit is naming the file that is being printed.

If anyone has other ideas or procedures, please reply to this post.

Thanks

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