Saving PDF location for each tax return

Forum|Forum|4 years ago
February 18, 2022
2 replies
22 views

Is anyone else having an issue when trying to save a PDF file to a different location?

This is the settings from ProSeries 2020. When I am saving to file, it prompts me to choose the file location it wants me to save the tax return to.

This is the settings from ProSeries 2021.

When I press print, within 5 seconds in ProSeries 2021, it says this, when saving to file is only selected.

This topic has been closed for replies.

dascpa

Level 11

Nope. No issues for any years. Maybe refresh your updates?

H

huntsdabibilAuthor

Level 3

No luck.

Just-Lisa-Now-

Intuit Community Champion

So you cant change it in the Global Print Options and have it saved for all clients?

Do you have an S: drive?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

H

huntsdabibilAuthor

Level 3

No I can change it in Global print options saves for all clients.

I have an S drive and if I deselect "Use default file names for PDF files for returns" and attempt to print it says user canceled print job. If I leave it checked, it automatically saves to that S drive location. This is just the default path for my returns, but I save each tax return to a client specific file inside of the S drive.

I am looking for it to prompt me for the file name, which I change to like "2021 tax return" and save it in a specific folder inside the S drive.

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