Save the Return as a PDF file

  1. In the Navigator, expand Tax Return and computations > SA100 Tax Returns. If an R40 has been selected, this will be Tax return and computations > R40 Tax Returns.
  2. Double-click the Return or Copy of Figures you want to save as a PDF. The Tax Return Viewer opens.
  3. Click Save & Share (Save as PDF for years prior to 2014) on the Toolbar. The Save & Share window appears.
  4. Choose what to include in the PDF from Tax Return, Data Schedules, and Tax calculation.
  5. Click Save as PDF.
  6. Enter a filename and browse to an appropriate location.

    The default location is C:\SageData\UKTax\Master\Docs

  7. Click Save.

The PDF is created and can be opened by browsing to the saved location and double-clicking.