How to load and save your Tax Plans
Getting Started
When TaxPlan is opened, a modal is presented with the options to:
- Load from Saved Advice (left) to open prior TaxPlans that you've saved, for example you can open one from last year and use it for the current year by switching the tax rates, or
- to start afresh, click on the green button Start Wizard (right) to start from scratch
Work on saved files
If you click Load from Saved Advice any TaxPlans that were saved in the past are listed there.
As a filename protocol, we recommend putting the year of the TaxPlan with the name of the client group for the Save Name so you can go back and search for date ranges, or search just by entering ‘2020’ to search the full year.
You can also browse, select any TaxPlan and click to open.
Base Scenario
All of the entities in a selected client group will now show up in the columns across the page.
- change the Tax Year (top right) by selecting a prior or future year from the dropdown
- make any adjustments
- click the green button Save (top left) to overwrite an existing version
Saving New Versions
To use this year’s TaxPlan and change the tax year to a future year, make your adjustments and then click Save > Overwrite? > New Version > Save Wizard and type the filename of the new version e.g. 2022 TaxPlan_The Client Group.
- Save as you go by clicking on the green button (top left) at any stage
- click Open (next to Save) to go back to the main TaxPlan file screen to open any plan without going via the initial splash screen