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Naming tax return pdfs
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Naming tax return pdfs
Naming tax return pdfs
Submitted by Streamlining on 05-13-2025 11:23 AMIt would be helpful if there was a choice to use the client number in the default name or, if preferred, to use the client's name in the default name of the tax return PDF. With clients who have multiple K-1s, it can be time consuming to have to rename each PDF generate with the company name where the client number is listed.
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