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1040 - Use SSN or EIN for File Name When Saving Returns to .PDF
10 months ago
Updated
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By default, the software will use the Last Name (1040)/Business Name (Corp) when saving a PDF copy of the return. This article will guide you on how to set up the software to use the primary SSN or business EIN as the default file name. |
Follow the instructions to successfully setup CrossLink 1040 to save .pdfs with the primary SSN/EIN:
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3. Select Use SSN/EIN for file name.
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4. Click OK.
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When you print the document to .pdf, the program will specify the taxpayer's SSN or the business EIN as the default file name for .pdf files.
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