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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Default file name on email and PDF saved files
Default file name on email and PDF saved files
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trodneyea
Level 2
03-28-2023
02:42 PM
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Is there a way to change the default file name Lacerte gives a file when you email a return or save to a PDF? The default lists the file name with the client number. I'd like to change that to the client name instead.
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