How to transfer a return between installations of the program

How to transfer a return between installations of the program

SUMMARY

This article demonstrates how to back up a single tax return and restore it on another computer.

MORE INFORMATION

The Transfer Return function is used to copy a tax return to another computer. To transfer the return, some form of portable media is needed (e.g. a thumb drive, portable hard drive, etc).

Step 1 - Backup the return:

To backup a tax return, follow these steps - (SHOW ME):
  1. Log in to the program as a user with administrator rights.
  2. Open the return to be transferred.
  3. From the top menu, select Return->Transfer Return.
    1. If the program is being run on the Master User of a multi-office install, The Transfer Return window will open. Click No to continue, or click Yes to send the return back to the originating office.
  4. In the Label field, type a description for the tax return.
  5. In the Transfer Rerturn window, click the “…” button to open the Transfer file window.
  6. In this window, browse to the location on the portable media where the return is to be saved.
  7. In the File Name field, type a name for the transfer file.
  8. Click Save to return to the Transfer Returns window.
  9. Click OK to create the transfer file for the return. The Transfer File Contents window will open displaying the contents of the transfer file.
  10. Click Close to close this window.
The program will transfer the return to the directory selected.

Step 2 - Restore the return:

  1. On the computer the return is to be transferred to, insert the portable media and note the drive letter assigned to it by Windows.
  2. Open the program and log in as a user with administrator rights.
  3. From the top menu, select Utility->Retrieve Returns. The Select a File to Retrieve window will open.
  4. Browse to the folder containing the transferred tax return (the drive letter will be the one noted in step 1).
  5. Select the appropriate transfer file and click Open. The Transfer File Contents dialog will open.
  6. In this window select the returns to be transferred.
  7. Click Retrieve to transfer the selected returns to this computer.
The return will now be available.