Warning
Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
To create a new item (financial calculator, tax form, tax flowchart, or client document), follow these steps.
- Use the Navigation pane to select the type of item you want to create.
- Do one of the following:
- Choose File > New > ‹Name of item›, or
- Click the New button in the toolbar, or
- Double-click the item name in the Navigation pane.
- A dialog opens containing a new item, in which you can enter and save data as needed.
- To print an item, choose File > Print or click the Print button.
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