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Home   Help for Accountants   Tax - ProSeries   Tax - ProSeries Community   Archive: Document Management System  
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02/10/2012 at 03:34PM PST
Emails titled "QuickBooks security notice," "Quickbooks update" or "Tax Information Needed within 30 days" were not sent from Intuit and should be considered harmful. If you ever wonder whether an e-mail from Intuit is real or fake, please refer to the link below.

Thank you

http://security.intuit.com/security-alerts.php
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01/17/08 11:47am PST

Renaming Complete Return pdf from Lacerte

Is it possible to have tax returns printed to DMS with the client name as opposed to the client number as the document name? It appears as "2006 Complete return for 23610". Yesterday I had loan officer request 3 years worth of returns for a group of affiliated entities. I had to rename 24 returns before I could email them. What a pain! Any suggestions? Thank you!!!

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02/19/08 6:55am PST
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I wish DMS would give us the option to have the file name be the client name instead of the client number.

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