How to save the electronic Tax Return as a PDF file

Introduction

This topic explains the step by step process of creating the PDF file:

  1. Log on to IRIS Personal Tax and select the client.

  2. From the Reports menu select Electronic Tax Return.

  3. Once the Tax Return is displayed on the screen, click the Save icon within this tool bar which is located to the top left corner of the screen:

  1. A Save As screen displays.

 

  1. Select the location the file should be saved to and specify the file name then click Save.

  2. IRIS automatically saves the tax return as a PDF file which you can note under box Save As type in the screen shot above.

Once the Tax Return has been saved as a PDF file it can then be email to the client for approval.