New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
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, click the PDF File Options button on the Print Options tab (in the Setup > Office Configuration dialog or the Setup > User Preferences dialog), and then click the Document Names tab.
Fields & buttons
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