Save As dialog

Use this dialog to add a new client by copying the open client. All attributes of the old client, except for the client ID, will automatically be copied to the new client.
To open this dialog, open the client you want to copy, then choose File then Save As.

Fields & buttons

Enter up to 11 letters or numbers for the new client's ID. Do not use embedded symbols or blanks. After you enter the new ID and select the Save button, UltraTax CS opens the first input screen for the new client.
Mark this checkbox to open the Restrict Access dialog when the client data is saved with the new client ID. You can use the options in the Restrict Access tab to control which applications can access the client's data and to password protect the client's data.
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