jeffmcpa2010
Level 11
01-14-2022
11:52 AM
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ProSeries changing file names each year would probably cause more trouble than it would solve. You realize that most likely every practitioner who uses proseries probably has a different file naming convention.
For instance I have been assigning clients a "Client number" since I started my firm 28 years ago. That number is used in my billing system, filing system, and also as the computer file name for the tax program.
I think trying to automate anything beyond the .20o, .21o etc. would just be unworkable.