Save the Data schedules as a PDF file

  1. From the Toolbar, choose Schedule. The Data schedules window appears.
  2. Choose which schedules to save as PDF.
    • If you select Entire SA100 Schedule, all the schedules will be included in one PDF file, with a default filename of: <clientcode> - <tax year> - All Schedules.PDF
    • If you choose Selected schedules, then choose which schedules to save as PDF by ticking the box next to the relevant schedules in the list. If you tick just one schedule, the PDF filename will default to <clientcode> - <tax year> - <schedule name>.PDF
    • If you choose Selected schedules, then tick more than one schedule the PDF filename will default to <clientcode> - <tax year> - Selected Schedules.PDF
  3. Click Save As PDF. The Save As PDF window appears, showing the default location for PDF files, and with the filename defaulted as detailed in point 2.
  4. Click Save.

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