Comment
Level 2

Michael,

Perhaps you save your K-1s in a different manner. I save mine by client name, year and shareholder or partner. It's much easier to perform a search when needed using this format.

Unfortunately, when exporting a batch of K-1s especially a large one, all the user receives is the first and last name. I'm asking for the program to place the entity name ahead of the shareholder or partner. Ideally if the tax year would be added that just makes the process of saving files much easier.

Joe