Save As dialog

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Use the Save As dialog to create a copy of the open tax plan by saving the open plan with a new name. All attributes of the old plan, except for the plan ID, are automatically copied to the new plan.

To open this dialog, choose File > Save As.

Special information

Copying a plan

Fields & buttons

Use this field to enter a unique ID for the new plan. The ID may be up to 11 characters long and can contain letters and numbers.

Use this field to enter the file path to which you want to save the new plan.

Click this button to open the Change SaveAs Path dialog, in which you can navigate to the hard drive location to which you want to save the new tax plan.

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