Billings Pro Help
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# Saving a tax setup

Tax setups, which include information about individual and consolidated taxes, can be saved and shared with other Billings Pro users. Or, if you've customized tax settings to include accurate rates, tax registration numbers, and specific consolidated tax groups, you can save these details to a file in order to quickly set up the same preferences on another of your computers that has Billings Pro installed.

## To save a tax setup

1. Choose Billings Pro > Preferences.
2. Select Taxes.
3. Verify that the individual taxes and consolidated taxes are set up the way that you want them to be saved.
4. Click Save Tax Setup.
5. Browse to the folder where you want to save the tax setup, type a descriptive name for the file, and click OK.

   Billings Pro saves the tax setup in the specified location.

When you are done working with Taxes Preferences, click the Sync button to update those details on Billings Pro Server immediately. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

Billings Pro saves tax setups as .bitax files, which can be shared like any other file, but only opened by Billings 2 or later.

## See also

Opening a tax setup

Customizing taxes