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Level 3
April 1, 2023
Discussion ongoing

Add name of business to PDF file name for K-1 packages

Related products:ProConnect
  • April 1, 2023
  • 1 reply
  • 6 views

For business returns, when printing K-1 packages to PDF, please consider adding the name of the business return in front of the partner/shareholder in the file name.  This would go a long way in helping keep K-1 packages organized.  For example:  K-1 Business Name LLC: Joe Partner.PDF

Thanks!

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1 reply

May 16, 2023

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.