Question
File name when printing to PDF
How can I get Lacerte settings to change the automatic file name when printing any client tax return to PDF? When printing a client copy to PDF, the Windows File Explorer box automatically includes to save file name as "Client Copy of #####". I have to change this each time to my liking. For each printing job to PDF, I would like the file name to automatically say something like "20XX_1065_ClientNameLLC" or any other similar order. Is this even possible?
