Flexibility in saving return files' names as the season goes on

[harrisjw43]

Until about 2 seasons ago, it was possible to use different file names for the same client at various times of the preparation process (Example:  [Client] 1040-Draft 1, 01.15.2025), and then when additional return data is available and is entered, the newer version could be saved by a different Draft number and/or date.

(Example:  [Client] 1040-Draft 2, 02.15. 2025).

The ability to use a "1st draft, 2nd draft, Final" approach to naming a return while in process was taken away by Intuit about 3 years ago, much to my chagrin.

I strongly suggest that this feature be restored.  For many of us, it would make the process of identifying and comparing where we are in earlier vs. later drafts, and could yield both efficiency in the current year's preparation process, and possibly could cause future planning ideas for that client to emerge more readily.

[IRonMaN]

To satisfy my Christmas curiosity, are you saying that you work on a return for awhile and then save it.  Then you come back sometime later, work on it and save it under a different name.  And you keep on doing that gyration until you have it done?

[BobKamman]

You're trying to use too many characters.  I just opened a 2023 return using ProSeries Professional.  Let's say it had been saved as Clie1111.  I used "Save As" and called it ClieDraft1.  It worked.  Then I opened ClieDraft1 and saved it as ClieDraft2.  That worked also.  

Keep It Simple & Short.  

[BobKamman]

Then I opened the original return and saved it as "Client18characters".  That worked too.