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Document Names tab

Use the& Document Names tab to enter custom titles for tax returns, extensions, organizers, and input screens printed to Portable Document Format (.PDF) or Microsoft Excel spreadsheet (.XLS) files. To enable the fields on this dialog, mark the
Use custom names for PDFs
 checkbox at the top of the dialog.
To open this tab, choose the PDF File Options button on the Print Options tab (in the Setup then Office Configuration dialog&
or the&
Setup then User Preferences
&
dialog), and then select the Document Names tab.&

Fields & buttons

Mark this checkbox to enable the Custom Name fields on this dialog, where you can enter your preferred titles for tax returns, extensions, organizers, and input screens.
This column displays the default filename for each document that can be customized. Choosing the Restore Default button at the bottom of the Document Names tab will revert any custom filenames to the titles shown in this column.
Use the fields in this colum to enter the desired filename for each tax return (client or preparer copy), organizer, extension, or input screen document. Note that each tax return document must have a unique filename. To remove the customized filenames and return to the default filename displayed in the Default Document Name column, select the Restore Default button.
Select the Restore Default button to revert any custom filenames to the titles shown in the Default Document Name column.

This article applies to:

  • Product: UltraTax CS, UltraTax CS
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