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Print efile acceptance letters to SmartVault

StknCPA
Level 3

I use step 4 under E-File to print efile acceptance letters to SmartVault. I select the proper letter type (tax return, amended, extension, CA-LLC, etc.), and then print to SmartVault.

It works great, except no matter which letter I am printing, it saves as "e-file Acceptance Letter XXXXX" (XXXXX is client number).

So, when I print the acceptance letter for the tax return to SmartVault, it overwrites the acceptance letter that is currently there for the extension. Later, when I print the acceptance letter for the CA-LLC, it will overwrite the one for the 1040.

While I aware that I can go change the file names manually before I print the next one, this is inefficient. This seems like this is something that Lacerte should do automatically (eg, name each file something different).

Am I just missing a setting somewhere? Does anyone know how to change this behavior? Or, do I need to submit this to Lacerte as a suggestion?

Does DMS have the same issue?

 

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2 Replies 2
George4Tacks
Level 15

No

I am sure some Lacerte programmer would know. 

Yes

Yes

P.S. How are you doing with envelopes for Cincinnati?


ex-AllStar
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StknCPA
Level 3

We had to print Cincinnati labels to put over the pre-printed envelopes I had bought. Effective and efficient.

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