Currently, all return PDFs simply have the name of the client as the PDF name, and all K-1 PDFs have the recipient name. It would be amazing to have the option of changing this default - for example to include the year in the return PDF name, and which copy (eg client, accountant) of the return it is.
For K-1s, I have many clients who receive multiple K-1s, and currently they all simply have the recipient's name - they don't even say K-1! I have to manually rename each K-1 to include information the entity needs, like the entity name and year.
Thanks for the idea to change the PDF file name default. We are changing the status to "Open for voting" since it is no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.