Bulletin suggesting a file name change
If you change the taxpayer's name (for example, to fix a typo), couple/uncouple the return, or enter a date of death, and the suggested file name is different from the actual file name:
- TaxCycle shows a bulletin suggesting renaming the file.
- Click the link to rename to the suggested name.
This is particularly useful if you add a spouse at a later date, and want the file name to reflect that. Also not that dependant modifications do not trigger the rename bulletin.