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BR2026
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May 28, 2026
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k1 Printing

Related products:Lacerte
  • May 28, 2026
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 When saving a K1 to PDF it defaults to save with the investor name and client number. Can the entity name be added as well? If an investor is invested in a number of returns, they want to be able to easily identify which is for which account without opening each PDF.

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    KarlIntuit Community Champion
    Intuit Community Champion
    May 28, 2026

    This would take a long time to get through the development process if it gets approved FYI. In the meantime, highly recommend looking into a file renaming tool. You could export a list of your entity clients with client name and number, and then the renaming tool could look for the entity client number and replace it with the name.

    *If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
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