Return and K-1 PDF Naming

[GothCPA]

Currently, all return PDFs simply have the name of the client as the PDF name, and all K-1 PDFs have the recipient name. It would be amazing to have the option of changing this default - for example to include the year in the return PDF name, and which copy (eg client, accountant) of the return it is.

For K-1s, I have many clients who receive multiple K-1s, and currently they all simply have the recipient's name - they don't even say K-1! I have to manually rename each K-1 to include information the entity needs, like the entity name and year.

[Anonymous]

Thanks for the idea to change the PDF file name default. We are changing the status to "Open for voting" since it is no longer considered "New".

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