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In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
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- Customize PDF file naming convention
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Customize PDF file naming convention
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Customize PDF file naming convention
Customize PDF file naming convention
Submitted by Help me Please on 12-08-2023 05:11 PMLacerte should have User settings to be able to customize the PDF naming convention. If I want to Print a corporation's client copy to PDF I should be able to have the PDF name be
<Tax Year> <Corp Name> "Return"
Whereas the government copy could be
<Tax Year> <Corp Name> "Signature Pages"
So that the files are clear when they get emailed to the client. Right now the client sees everything in caps, their client number which has no significance to them, underscores and then government copy (if you are printing government) which they also don't understand.
Having customization around the printing makes it so preparers don't always have to rename their printed PDFs before uploading to their client portals or sending them to clients (password protected of course).
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