System

Abacus Enterprise Workflow

Personal Tax

PRT

Authorised Investment Fund

Corporation Tax

Group Module

Investment Trust

Life

Hotline

Pack development

P11D

Partnership Tax

Partnership Gains

Tracker

Administrator

Irish Corporation Tax

Abacus+

Hong Kong Profits Tax

Abacus Enterprise Workflow

Abacus+ v2

PCS Client Manager

VAT

System Lite

Corporation Tax Lite

This option allows the user to create a new computation.

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Using File, Open loads an additional computation from disk without deleting the current computation(s) in memory. It will also produce the list of clients and year ends held on file in the computer. See also the File, Open screen.

To open multiple files together, select File, Open and then hold down the Control key whilst selecting the files that you wish to open. Then select OK.

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Selecting this option will close the active computation. If the computation has changed since the last time it was saved a dialog will appear prompting you to save. Selecting Yes will save and close the computation. Selecting No will close the computation without saving recent changes.

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Build new period

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The current loaded file is saved on disk using the file name entered in the File, Properties, Current details screen.

You may also save the current file by pressing the Ctrl, Shift and S keys together. (For information on using other types of shortcut, see Function keys.)

It is worth noting that whenever the current file is saved, so are all the files in its chain. For example, when saving a rolled forward computation, the previous periods file is also saved.

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There are five further options under File, Save as:

Where this option is available, you will be able to print a file to PDF without the need for a third party PDF writer to be installed on your machine. You should select File, Save as PDF and then state the location to save the .pdf file to.

Note: When you carry this out initially, you may receive an error message stating that you are required to install the necessary drivers. If you receive this error message and wish to install the necessary drivers, run install.exe from the Amyuni subfolder in the software program directory. This will require Administrator user rights and must be done only once per machine, the first time the PDF functionality is used. Then you should select File, Save as PDF once more; this will bring up the Save As dialog, where you should choose a folder and filename for the generated PDF. Then select OK - this will then bring up the Print dialog where you can choose which schedules to print, and whether to print in Draft, Review or Final etc.

If you do have a third party PDF writer installed on your machine (for example Adobe PDF Writer), there is an alternative way of printing a file to PDF format. You should select File, Printer setup and then choose the PDF writer as the active printer. Then print as normal using File, Print. You will be prompted to state the location to save the .pdf file to and then the format you wish to print to PDF (draft/final etc).

Save as Web Page

Saves a copy of the computation as an HTML web page with XBRL tags.

Archive

This option saves the current file first, and then generates an archive file that is a read-only copy of the file at that point in time.

You will be prompted to save the resulting archive file. The default filename assigned to the archive file will be [filename] archive [date archive was created].abc although this filename may be changed when saving the file initially. To avoid confusion, we recommend that you do not name the archive file the same filename as the live file from which it was created.

It is not possible to build a new period from an archive file and all links to other files are permanently severed. The archive file will be permanently locked and all formulae or links will be evaluated into the cells, so that just the value itself appears in each cell. Archive files cannot be projected.

Projection (Build new period)

This option generates a projection for the subsequent period. Where the tax logic is available for the subsequent period, this is similar to building a new period. If the tax logic is not available for the subsequent period, the projected file will be based on the tax logic of the current year.

It will not be possible to print the projection file in final mode, although it will be possible to build a further projection from the projection file.

You will be prompted to save the resulting projection file. To avoid confusion, we recommend that you do not name the projection file the same filename as the live file from which it was created.

Projection (Current year)

This option saves the current file first, and then generates a projection based on the current year file. This is essentially a copy of the current year file. However, it will not be possible to print the current year projection file in final mode. It will, however, be possible to build a further projection from the projection file.

You will be prompted to save the resulting projection file. To avoid confusion, we recommend that you do not name the projection file the same filename as the live file from which it was created.

Note: A file that is created using any of the Save as options will be marked as such by a water-mark on each schedule. On screen water-marking is not supported in Windows 98 or for those with a colour setting of fewer than 16-bit (256) colours. For all users, the computation will be marked with an ink stamp when printed and print previewed.

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All client files loaded are saved on disk using the file name entered in the File, Properties, Current details screen.

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The options held under Properties will vary according to product type.

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The options held under Link will vary according to product type.

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This option offers the user various print options via a sub menu in respect of the current file or schedule. The print dialog may vary according to your individual printer setup.

This option, available to some users only, allows the way in which the file prints to be configured. For example, it may be possible for a corporate style to be set up for the file headings, a company's corporate logo to be added to hard copy computations, and/or the number of schedules per page to be restricted for printing purposes.

The Name of the default style setting is Classic; this style does not apply a company logo and the user cannot change the number of schedules the system fits to a page.

To align the columns of schedules of the same type which are printed on the same page the Aligned Columns print style should be used. This style can be set as the default style or applied on a file-by-file basis. To set Aligned Columns as the default print style use the Name drop-down to select it, then check the Set as system default box and press Save. To apply Aligned Columns on a file-by-file basis follow the steps below.

To create a new print style, click the New button and enter a name for the new style. You may then select whether you want to use the current style as a template and then select the required settings.

To set the style as the system default so that it is always applied to all files, check the Set as system default box.

To delete a print style that you have configured previously, use the Name drop-down to select it and then select Delete.

It is possible to change the print style that is applied on a file-by-file basis at the time of printing by clicking the Options button from the Print dialog and selecting the relevant print style from the drop-down. If no change is made, the default print style will be used.

Note: Where new print styles are created, these will be stored in the software directory and will be available to anyone using the software from that directory.

Note: You will need Microsoft XML for the print style functionality to be fully operational, however, where the software detects Internet Explorer 3 or a later version on the user machine, Microsoft XML will be installed automatically as part of the update procedure.

An error message will be produced where Microsoft XML has not been installed, however, that will not stop the user from printing.

Tile page tab

The user can use the New button to add their own company logo and flag that as the default using the Set as system default check box.

The graphic can be added in either .jpg, .bmp or .gif file format, and repositioned and resized as appropriate using the Position and Scaling boxes.

The presence of the new company logo may impact upon the position of the title of the computation, which in turn can be changed using the Position and Justification tools. The computation title is itself defined by the Information option under File on the menu bar.

The two check boxes labeledSuppress Title Page and Suppress Index will cause the title page (cover page) and index respectively not to be printed, when a computation is printed/previewed with the current print style is selected.

Comp pages tab

Again the user can create new print styles and set them as the default setting from this tab. Where new styles are added, this then allows the user to define or restrict the number of schedules to appear on a page when the computation is sent to print.

Fonts tab

This tab enables the user to change the fonts that will be applied to the file, for the main computation and for headers and footers. It is possible to set the font, the point size and whether the text should be bold, italic or underlined.

To change the font, click the Change font button; this will produce a Windows standard font picker allowing you to choose any font and font size, including your own corporate fonts, where installed. To use the default settings, click the Use default button.

Corporation tax tab

This tab provides the option to define a corporate style for the file headings that appear on the cover page of the corporation tax computation.

To define the date format to be used within the heading, you may make use the following formats:

$DAY$ - The day of the month of the period end, for example '31' where 31/12/03 is entered as the period end date

$LONGYEAR$ - The 4-digit year of the period end, for example '2003' where 31/12/03 is entered as the period end date

$LONGMONTH$ - The long month name of the period end, for example 'December' where 31/12/03 is entered as the period end date

$MONTH$ - The short month name of the period end, for example 'Dec' where 31/12/03 is entered as the period end date

$YEAR$ - The 2-digit year of the period end, for example '03' where 31/12/03 is entered as the period end date

For example, entering '$DAY$ $LONGMONTH$ $LONGYEAR$' would produce the text '31 December 2003'.

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Mail recipient (computation as attachment)

The Mail recipient (computation as attachment) sub-option allows the user to email the current file as an attachment. This functionality is available for MAPI compliant email systems.

If you choose this option, a dialog box will appear warning that:

"You are about to e-mail a copy of this computation file to somebody else.

Please note that, having done this, you should not make changes to your copy of the computation, if the mail recipient is intended to make changes to their copy. Any changes you do make would be lost if they returned the file to you and you copied it over yours.

Alternatively, if you are intending to continue working on the computation after sending it, the mail recipient should treat the mailed copy as read-only and no changes should be made which are intended to be permanent."

The dialog has OK and Cancel buttons. If you press Cancel, the computation is not sent.

The dialog also has a Don't warn me again user setting. If chosen, this prevents the dialog warning from being shown again to that user. The dialog will not be shown again to the same user, on the same machine, unless they reset the software using Tools, Restore Defaults.

If the computation is emailed, the following text is included in the e-mail:

"Please note that this is a copy of a live computation file. If you are intending to make changes to this file, please coordinate with the sender of this e-mail."

If you have a PDF writer available on your machine, there will be an additional sub-option - Mail recipient (PDF as attachment). This option will write the file to PDF and then enable it to be emailed as an attachment.

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This option brings up the Copy Off dialog box for copying data files between their normal location (presumed to be the network for these purposes) and another location (presumed to be a floppy disk or the local drive of a laptop). Once copied off from the network, files are marked as copied off . This prevents them from being opened and ensures that only one version of a file can be changed.

Once the correct file has been selected, click on the Abccopy button to reveal the Copy ON\OFF dialog box. Enter the destination path of the data file in the Copy to Directory box.

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This option allows the user to leave the program and return to Windows. It is important to save the latest version of the computations before exiting. Exit should be used to leave the program rather than merely switching the computer off.

The last 16 files loaded on the computer will be listed under the File menu for rapid access. Selecting one of these entries will open the file.

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