commander24
Level 3
05-10-2024
12:51 PM
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After printing from Lacerte to SV, we rename the file in SV. Renamed Client # Client Name 1 (last number is dependent upon how many times it has gone to review). Once return is approved by reviewer, then change to final instead of number. We also rename acceptance letters on extension to have at least EXT in the name. If its an amended return, amend or amended in acceptance letter or return file name.