Lacerte Tax Idea Exchange

Can we get a setting that allows us to change the default file name when printing to pdf, mainly for K-1s.

For example, a K-1 currently prints as "TaxYear_ClientName_ClientNumber_K1_EntityType"

(2021_John Smith_CLIENT123_K1_Partnership)

Manually changing the file name is inconvenient when there are multiple K-1s.

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Comments

Level 1

- edited

Thomson Reuters products has this setting. Not sure while Lacerte doesn't. Would definitely save time!

Level 1

Would also like to change this. Any updates?

Community Manager

Status changed to:

Level 2

Not being able to customize the pdf name is so inconvenient. When pdf automatically have the client number at the beginning of the pdf name clients are sorted by automatically assigned numbers and they are not in alphabetical order and makes life difficult!

PLEASE consider this option and implement it prior to the start of this upcoming tax season.

When I did a search on this I found this issue in 2020. This is not a new request.

Level 2

Any updates yet???

Looking to have the files default where the client id and name is at the end of the long file name, not at the beginning. How to do this?