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- changing AND to & in naming joint return pdfs?
changing AND to & in naming joint return pdfs?
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KTinFranklin
Level 2
02-13-2023
01:39 PM
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Is there a way to change the default pdf file naming pattern on joint tax returns from "Bob AND Mary Jones" to "Bob & Mary Jones"? Would like to shorten the names a bit so the whole name is visible File Explorer, esp. if i have preview pane turned on, and also so that the full last name might be visible when sending client copy pdfs.
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