Data Retrieval

Data Retrieval

Go to Utility; Create Restore File; Enter User ID name file and select location. Send to client; Save file on the server; Go to Utility; Select Retrieve Returns.

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    • Can I convert my data from a different software?

        Yes, the converter program converts data from: Drake Tax Slayer Tax Wise Pro Series Drake Business Go to TaxPro Alliance SharePoint and download the prior year software same user ID and password as current year. Transmit and apply software updates. ...

    • How to back up and restore all program data

      SUMMARYThis article provides information on how to back up and restore all data in the program. MORE INFORMATIONThe simplest method to transfer all data to a different computer is to copy the entire program folder from one computer to another. ...

    • Need IPPIN

      For IPP Pin Retrieval go to TPA SharePoint> Tax Related Links on Right> Select Link to Retrieve IP Pin for Client

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      Check client data for age, dependent status, SSN and filing status. Look at dependent information for EIC eligibility. Go to Form 8867 and delete; Verify and complete 8867.

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