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Level 4
September 29, 2022
Discussion ongoing

Fix Acceptance Letter File Name Printing to PDF or Smartvault

Related products:Lacerte
  • September 29, 2022
  • 2 replies
  • 4 views

Please change the default names for the acceptance letters to include what form is being accepted.  The file name prints the same (to Smartvault for example) no matter whether we are printing the letter for an extension. or tax return, or amended tax return.  This causes our letters to get overwritten unless we remember to change the file name manually on previously printed letters first. This needs to be fixed before next tax season!! 

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2 replies

Level 2
November 8, 2024

YES PLEASE. This would save me so much time.

Level 7
November 8, 2024

Thanks for the idea to " change the default names for the acceptance letters to include what form is being accepted. ". We are changing the status to "Open for voting".

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