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Setting to change PDF default name

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Setting to change PDF default name

MCnery

Can we get a setting that allows us to change the default file name when printing to pdf, mainly for K-1s.

For example, a K-1 currently prints as "TaxYear_ClientName_ClientNumber_K1_EntityType"

(2021_John Smith_CLIENT123_K1_Partnership)

Manually changing the file name is inconvenient when there are multiple K-1s.

Thanks for the great idea! We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
4 Comments
Grayson_Tamberi
Level 1

Thomson Reuters products has this setting. Not sure while Lacerte doesn't. Would definitely save time! 

Charmayne
Level 1

Would also like to change this. Any updates?

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the great idea! We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Cheryl R
Level 1

Not being able to customize the pdf name is so inconvenient.  When pdf automatically have the client number at the beginning of the pdf name clients are sorted by automatically assigned numbers and they are not in alphabetical order and makes life difficult!

PLEASE consider this option and implement it prior to the start of this upcoming tax season.  

When I did a search on this I found this issue in 2020.  This is not a new request.

 

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