cpavilla
Level 2

How can I get Lacerte settings to change the automatic file name when printing any client tax return to PDF?  When printing a client copy to PDF, the Windows File Explorer box automatically includes to save file name as "Client Copy of #####".  I have to change this each time to my liking.  For each printing job to PDF, I would like the file name to automatically say something like "20XX_1065_ClientNameLLC" or any other similar order.  Is this even possible?