This screen will display if you elected to Save a PDF file to disk. It enables you to specify the location and filename for the document you are intending to Save to disk.

This step gives you the option to:

• Type the filename and location (path) directly into the space provided, or

• Select Browse... to locate the folder in which to save the PDF file and enter the filename.

• Encrypt the PDF attachment: This checkbox always defaults to ticked. The checkbox can be de-selected, if your encryption policy is Prompt. For information on the Encrypt the PDF file checkbox, refer to Encrypting the PDF File.

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Specify E-mail Settings

This screen displays to record the details of the recipient for the document you intend to generate and email.

This step gives you the option to enter:

• Recipient's E-mail address: The e-mail address does not have to be entered in this screen. It can be entered after the PDF wizard has finished when the e-mail message appears.

• The subject line for the e-mail: The subject line does not have to be entered in this screen. It can be entered after the PDF wizard has finished when the e-mail message appears.

• Encrypt the PDF attachment: This checkbox always defaults to ticked. The checkbox can be de-selected, if your encryption policy is Prompt. Refer to Encrypting the PDF File.

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Completing the Wizard

The purpose of the final step is to display a summary of the settings that you have selected to generate the Tax Office copy PDF. If you notice any incorrect settings press the Back button to make any changes.

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Troubleshooting the PDF Wizard

The following tables describe what to do if you receive error messages while using the PDF Wizard.

Errors from the Select output types screen

• “Select at least one output type” means you have not selected any output type options. To remedy this you can select at least one output type before clicking Next

• “Your computer is using an incompatible mail system. Tax is unable to create an email with attachment. De-select 'Generate a PDF and attach it to an email'” means you do not have a MAPI compliant email program installed

• De-select the output type 'Generate a PDF and attach it to an email' before clicking Next

• Save the PDF file to a location on your system, open your email program and manually attach the file to an email

Errors from the Specify PDF file details screen

• “Enter a file name” means you have clicked Next without entering anything in the File name field.

• Enter the File name before clicking Next

• Alternatively click on the Browse... button, enter file name and browse to where you want to save your PDF file

• “The specified PDF file name contains the following invalid character(s):?*” means you have entered invalid characters in the file name.

• “The specified PDF file name contains a path that does not exist. Ensure that the specified path exists.” means you have entered a file path (location) that does not exist on your system

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PDF Encryption

The PDF encryption applies a case sensitive password to saved or emailed PDF files. Whoever opens an encrypted file must enter the password. This is intended to protect client documents.

The PDF defaults are set:

• for the Practice in the Control Record Defaults (Utilities > Control record > Defaults Tab) or

• for the Agent Defaults (From your Tax ledger, click Maintenance > Agents > Agent Properties > Defaults Tab) and result in the PDF wizard is as shown here:

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