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Use this dialog to configure the filenames that UltraTax CS assigns to tax returns, extensions, and client or business organizers printed to Portable Document Format (PDF) files. Each field in the File Name Variables list corresponds to a variable that can be used in the PDF filename. You can use the associated drop-down list for each variable to determine whether it's included in the filename and to set the position of that variable. This dialog also includes a File Name Example field so you can preview your settings.
To open this dialog, choose Setup > Office Configuration, click the Print Options tab, then click the PDF File Options button.
You can customize the filename of a tax return, extension, organizer or input screen document (the content of the Document Name variable) via the Document Names tab on this PDF File Options dialog.
Fields & buttons
File Name Variables / Variable Position list
Print 990 Government copy to a PDF file for publication inspection
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