Naming Print Files

When printing returns or return sections to PDF and TIFF files, Tax assigns a default name that includes the following abbreviations:

• Tax system:
  • (I) Individual
  • (P) Partnership
  • (C) Corporation
  • (S) S Corporation
  • (F) Fiduciary
  • (Y) Estate & Gift
  • (K) Employee Benefit Plan
  • (X) Exempt Organization
• Copy type:
  • (Acct) Accountant
  • (Govt) Government
  • (Clnt) Client
  • (K1) K-1

The default name for print files begins with the year, country code, tax system, and return ID. The remainder of the name depends on the print object and the options selected on the Print window.

The following are examples of default names generated by Tax:

Entire Return

All copy types to different destination file types

All copy types to one destination file type

Multiple copy types to one destination file type and creating separate files

Multiple copy types to one destination file type and not creating separate files

Federal, State, Cities

Not creating separate files

Creating separate files

K-1 Packages

Not creating separate files

Creating separate files

All Other Print Files

Printing return sections

Batch printing extensions

Blank Organizer forms

Note: If you change the default file name and use any of the following special characters, the system will convert each to a hyphen: \ / : * ? " < > | ' & %