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Level 3
February 12, 2024
Discussion ongoing

Changing Default Name for K-1 PDFs

Related products:Lacerte
  • February 12, 2024
  • 1 reply
  • 2 views

When populating pdfs of K-1s, I often have to change the label given by Lacerte to something shorter or more descriptive for the client.  It would be very helpful if there were a way to choose the structure of the K-1 name so that Lacerte assigns that name automatically from the print command.

1 reply

Level 7
February 14, 2024

Thanks for the idea to choose the structure of the K-1 name so that Lacerte assigns that name automatically from the print command. . We are changing the status to "Open for voting".

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