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How do I Save, Print and organize my research findings?

NovaTax provides a streamlined and user-friendly platform for tax  research and news. While there is no folder feature, you can easily copy, save and print your documents.

Tax Advisor AI: In Tax Advisor AI you can use the Copy icon to copy an answer and then paste it into an email, Word document or wherever you want.   You can then Save that document the way you normally would.

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NovaTax Libraries: In the NovaTax research and news libraries, you can easily save and print your documents using the download and printer icons.

To guide you through the process, we have included step-by-step instructions and screenshots below on how to save and print documents for your personal archives.

Step One: Click the Download/ Print button located at the top of each document.

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Step Two: Under the Print menu, choose to save your document as  PDF or to print a paper copy on your printer.

You will want to make a selection from the Drop-down menu list under "Destination".

If you choose PDF, you will click Save and then be prompted to choose a filename and location for storing your document.

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If you need assistance, you can submit a Support Request ticket by filling out this form.