Saving Tax Returns

You can save changes made to returns if you have the assigned rights. Save your work frequently to minimize potential data loss from power outages or equipment malfunctions.

Saving

To save return data, do the following:

  1. Select Save on the Application menu or click on the Quick Access toolbar. If required data is missing, the system prompts you to enter the mandatory information.
  2. If client information on the return does not match previously entered client profile information, the Update Client Profile window displays the changed information. You can do the following:
    • Apply all updates. Click Apply Updates to apply all updates for the listed fields to the client profile. 
    • Apply updates selectively. Apply changes selectively by clearing the check box next to individual items and clicking Apply Updates. Only selected information is applied to the profile. Do not select changes that affect only this return and should not replace previous client information.
    • Apply edited updates. Change any of the editable entries in the Value column and click Apply Updates. Edits made in the Update Client Profile window are applied in the client profile, but not the return. 
    • Bypass all updates. Click Bypass Updates to avoid applying any of the updates to the client profile.

    3. Warning! Select to bypass updates only in special circumstances when there is a business reason to save updates to client data only in the return.

Saving As

You can save a return as another version or save an existing template as a new template.

From an Open Return

To create a new version of an open return, do the following:

  1. Select Save As on the Application menu.
  2. Select New Version.
  3. Provide a description of the version of the return, if needed.
  4. Click OK.

From an Open Template

To create a template from an open template, do the following:

  1. Select Save As on the Application menu.
  2. Enter a unique name for the tax year and return type. The name can be up to 30 characters.
  3. Provide a description for the template, if needed. The description can be up to 30 characters. The tax year and return type are the same as for the open template and are not editable.
  4. Click Create to open the tax template and add it to the applicable view in the Return Manager Templates section.
  5. Enter or edit data to customize your tax template.
  6. When you have entered all data, click to save your changes.

Notes:

  • The system assigns the numbers 1 through 9 to identify the version of the return. You can have up to 9 versions of a return.
  • When you use Save As to create a return, the Prohibit Changes setting, if applied, is not saved with the new return.

Autosave

Autosave creates a temporary backup file of an open return that can be used to restore the return if Tax is closed abnormally, as in the case of a machine hard boot. Autosave is automatically enabled and set with a 2 minute interval.

Important: Autosave does not replace the system Save function. The file created by Autosave is used as a restoration file from the active return session. When the return is closed normally, the temporary file is deleted. To retain return data so it can be recalled, you must select Save on the Application menu or click on the Quick Access toolbar.