In the client manager (see below), the “Last name” and “First name” fields show MY name (i.e. preparer) for some returns (T2, T4, T5), but this is not consistent. Some have an empty “last name” but the “first name” shows my firm name, and others show simply “corporation”. Why? Is this info being pulled from different fields? For T1 clients, these name fields always show the client name. Shouldn’t this be consistent for T2/T4/T5 returns?
Perhaps also related, when I am customizing filenames for PDF generation (see below), the “Client name” fields show MY name. How do I get those fields to show the client name?