How to save a file to the Desktop

Extracting the Client File

1. Log into Personal Tax and select the relevant client.

2. From the Client menu select Extract, the following warning message may be generated.

3. Click Yes to continue.

4. Scroll to the top of the Browse for folder list, click Desktop then click OK.

This process will put a copy of the clients’ record onto the desktop of the PC.

• The jointly held income links will only be lost if the client is imported back into the database.