“PDF file” name issue – may be able to address this internally, but a limitation
Want a way to custom name PDFs in K-1 packages
1
MERGED
K-1 Package Naming Utility
Merged
Feature to allow the user to build their own naming convention. For example, including Partner Number, Partner Name, and entity name in any order the user wants
K-1 Packager: Create utility to allow users to customize K-1 file names (e.g. include partner number)
Merged
Some users have existing non K-1X portals they post their K-1s to, and those portals use the partner number in the file name to route the K-1s to the correct location.
