Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Tax Organizer, Print to PDF, Naming Convention

cancel
Showing results for 
Search instead for 
Did you mean: 

Tax Organizer, Print to PDF, Naming Convention

narathoon

When printing the individual tax organizers, the automatic name formatting changed from the 2023 to 2024 Lacerte tax programs. In 2023, the names were correct; Organizer Forms-Client ID. But now, when printing, it creates an extension to the name Organizer Forms-Client ID - Lac4digitcode. Is there a way to allow the user to change the way the names get printed?

It is inefficient to manually rename the files for bulk printing organizers. Please change it back to 2023 name formatting. 

 

Status: New
0 Votes
Vote now if this is a good idea