File Menu
This menu contains operations to access client or file data.
| Option | Description |
|---|---|
| New |
Allows you to create a new client for Partnership Tax. The Select Dataset window opens. Select the dataset in which you wish the new client to be stored. The Add New Partnership wizard will then start. If there is only one available dataset the Select Dataset window will not open because you can only choose to store the client in that dataset. The Add New Partnership wizard will open immediately in this case. If you are already working on a client you will be prompted to close them in order to continue with the creation of the new one. |
| Open | Opens the Client List, from which you can select a different client. You can choose to open that client within the same Partnership Tax main frame or in another instance of the application. |
| Save | Saves any changes that have been made to the Tax Return. |
| Save as PDF | Allows you to save the return as a PDF file. |
| Open PDF Folder | Opens the folder where your PDF files have been saved to. |
| Main Details | Opens the Main Details window for the current client. |
| Page Setup | Configure your page layout options. |
| Printer Setup | Opens the 'Print Setup' window so that you can select a printer other than your default Windows printer. You can also change the printer setup e.g. in order to enable duplex printing. |
| Opens the Print window. | |
| Exit | Exits from Partnership Tax. |