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Change naming convention for extensions

Amanda Chang

In the past, when printing bulk extensions from Ultra tax, the client name appears first, This year, it shows up like this "2025_extension _US (or a state, ie CA) _ client name_ date".  Does anyone know how to change the naming convention for extensions so the client name appears first?

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    Are you printing to a pdf and this is the pdf file name?  If so, you can edit the office configuration settings.  Click the "print options" tab, then "PDF File Options" in the bottom right and you can change this setting.