Skip to main content
Level 2
January 26, 2022
Question

Proseries default pdf File name format change

  • January 26, 2022
  • 3 replies
  • 7 views

Hello,  

how can I change the default file name format for pdf print files in proseries pro.  This is my first year using the software and there doesn't seem to be any rhyme or reason for the format with the exception of a ".21" for the filing tax year. 

Its just a random 4 digit number.21i  eg. 1234.21i

logically a first 4 letters of the last name and last 4 of the SS makes a whole lot more sense.  Is it possible to change the default?

This topic has been closed for replies.

3 replies

Level 10
January 26, 2022

when I do a pdf file the file name of the pdf is taken from the file name of the taxpayers file name. (which in my case matches their client number in my over all system).  Not sure if there is anyway of bulk changing that. 

Just-Lisa-Now-
Intuit Community Champion
January 26, 2022

Theres a checkbox in the Options somewhere (I stumbled across it the other day) about default file names for PDFs.  It looked like you can turn off the auto naming....of course now that Im looking for it, I cant find it!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
RollTide68
Level 7
January 26, 2022