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    Saving PDF location for each tax return

    huntsdabibil
    Level 3

    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.

    Capture.PNG

     This is the settings from ProSeries 2021.

    Capture1.PNG

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

    Capture2.PNG

     

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    4 Comments 4
    dascpa
    Level 12

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

    Just-Lisa-Now-
    Level 15
    Level 15

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

    Do you have an S: drive?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    huntsdabibil
    Level 3

    No luck.

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    huntsdabibil
    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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