Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

File

Save As window

Show all hidden content
Use the Save As window 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 window, choose
File
Save As
.

Fields & buttons

New Plan ID
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.
New Plan Path
Use this field to enter the file path to which you want to save the new plan.
Browse button
Select this button to open the Change SaveAs Path window, in which you can go to the hard drive location to which you want to save the new tax plan.

This article applies to:

  • PRODUCT: Planner CS