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File name when printing to PDF

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Level 2
last updated ‎May 27, 2020 6:01 PM

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?

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2 Replies 2
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Level 15
last updated ‎May 27, 2020 6:01 PM
Certainly everything is possible.
Does Lacerte has this option now? NO!

ex-AllStar
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Level 2
last updated ‎May 27, 2020 6:01 PM

Ok thanks for responding. 

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