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EIN database

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📊 Step-by-Step Guide

Step 1: Carry forward the EIN database

Use this when you want to move your EIN database to the next year's software.

1. Log in as the ADMIN user.
2. On the Tools menu, point to Carry Forward, and then select Employer Database.
3. Click Yes to carry forward the EIN database.

Step 2: Export and import the EIN database

Use this when you want to move the EIN database between systems or locations.

1. On the Tools menu, click Export/Import Employer Database.
2. In the Export to box, click Browse.
3. Navigate to the location where you want to export the file, and then click Open.
4. Click Begin.

Step 3: Import the EIN database

Use this after you have exported the EIN database file.

1. On the Tools menu, click Export/Import EIN Database.
2. Select Import from file.
3. Navigate to the location where you exported your database, and then click Open.
4. Click Begin.

Tags: install,setup