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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Add tax year to PDFs saved
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Add tax year to PDFs saved
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Add tax year to PDFs saved
Add tax year to PDFs saved
Submitted by Doug A on 01-30-2023 10:20 AMWhen you save a copy to PDF the system automatically names it "complete return for XYZ". Every year is the same and if you are sending multiple years copies to a client they all have the same name. Lacerte is able to automatically add the year in the name going into DMS, why not for the PDF copy?
"Complete 2022 return for XYZ"
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