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kim3
Level 2
January 9, 2026
Question

Can I change the default file name for the pdf of client copy tax returns?

  • January 9, 2026
  • 2 replies
  • 16 views

The current default is Client Copy Return for (client number).  I would like to know if it is possible to change the default to be Client Last name, Client First Name, 2025 1040.

    2 replies

    PhoebeRoberts
    PhoebeRobertsIntuit Community Champion
    Intuit Community Champion
    January 9, 2026

    Print multiple copies (client copy plus file copy, for instance) at once, and you'll get more descriptive file names. No way to set a preferred default, though.

      K
      kim3Author
      Level 2
      January 9, 2026

      Thank you for your reply!  I can't figure out how to print multiple copies at the same time.

      PhoebeRoberts
      PhoebeRobertsIntuit Community Champion
      Intuit Community Champion
      January 9, 2026

      Check more than one box here. (You get to this screen with Ctrl+P, or Print, Tax Return)

        George4Tacks
        George4Tacks
        Level 15
        January 9, 2026

        The only way to change the (client number) is to do it when you print. I will show Filing copy for (client number).pdf  You then highlight the (client number) and type whatever you want like SmithJohnAndAmy in that space. No way to change the Lacerte Default

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