Taxprep Forms 2020.3.0

Print - PDF Files

This panel groups the options that apply to PDF files generated when printing based on print formats, printing forms or any other document.

Saving and protection options	Prompt for PDF file name	Displays a dialog box that allows you, each time you print to a PDF file, to save the PDF file under another name and to a location other than the one defined by default. Once enabled, this option will display a dialog box when printing based on print formats, printing forms or any other document that can be printed to a PDF file.
	Overwrite existing PDF files	Automatically replaces existing PDF files in a specific location. When this option is disabled, an incremental number is assigned to each new file, with the result that existing files are not overwritten.
	Security	Provides the ability of adding a default password when generating a PDF file. You can choose to be prompted for a password each time or you can use the client ID as the password. For the slips, this password applies to the copies intended for the issuer and the applicable tax authority, if the option to generate separate PDF files is selected.

PDF files location	Specify a folder	Saves the PDF files to the specified folder.
PDF files location	Same folder as client file	Saves the PDF files to the same folder as the client files. This option only applies to PDF files generated from client files. The PDF files that are not generated from client files will be saved to the folder specified above.
Separate PDF slips for recipient	Create separate PDF files for each recipient	Allows you to print the copies intended for recipients to a separate PDF file. Note: The options in this section have no impact on the copies intended for the applicable tax authority or the issuer.
Separate PDF slips for recipient	Security for separate PDF files	Provides the ability of adding a default password when generating PDF files intended for recipients (e.g., copies 2 and 3 of a T4 slip).
Syntax of PDF filenames	Printing type	Displays the list of printing types for which the syntax of a PDF file can be modified. The syntax can be modified for forms and slips.
	Syntax	Allows you to choose among certain options that will be used to form the name that will be given to PDF files. Consult the topic Customize the syntax of PDF files to obtain the complete list of possible choices to use for the syntax of a PDF filename.
	Edit custom items	Allows you to customize the items that you can use to constitute the name that will be given to the PDF files.
	Replace spaces with underscores	Allows you to replace the spaces in the name of a PDF file with underscores.