In the Desktop version, click on the File menu, choose Save As, then choose the location you want to save your return. Once you save it in the location you want, it should automatically save there when you close out your return, or choose save.
What if that doesn't work
or you want it for all users on terminal server
Upon initial file save, I cannot change the location to where I want to put the file. Using Monterey. Any thoughts?
Please see this link here for assistance. If this doesn't resolve your issue, please comment back and specify exactly what you are trying to do so that we can assist you further.
@jvbrooks
@EbonyL122824 wrote:Please see this link here for assistance. If this doesn't resolve your issue, please comment back and specify exactly what you are trying to do so that we can assist you further.
@jvbrooks
The "Save As" option works when your are explicitly saving a return. However, if you click "Preview" in the printing return screen, the preview PDF file will still be stored in the default save location. How do you change the default location for "Preview"? Thanks!
If you click Preview Print Copy, the preview copy will open up your PDF program. Inside your PDF program, you should still have the Save As option under the File Tab. Once selected, you can save the file to the location of your choice.
@MichelleLO Thanks for the suggestion. I see that the suggested steps allow us to save an additional copy to a different directory, but what I wanted to achieve was to prevent the preview PDF to be saved to the default location. The main reason was because the default location happens to have cloud synchronization enabled on my machine, but I don't want the sensitive tax return to be synced. I guess there is probably no way to change the default preview location now, but it would be great if this feature is added!