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Restoring backed-up data


📚 What This Guide Covers

This guide provides instructions on how to restore tax returns from a backup disk or drive. This is useful for recovering lost data or transferring returns between computers.

⚠️ Caution

Restoring returns will overwrite any existing returns with the same name on your hard drive. Any changes made since the last backup will be permanently lost.

📊 Step-by-Step Guide

Step 1: Initiate Restore

Access the restore utility from the main menu.

On the Tools menu, select Restore from Disk.

Step 2: Locate Backup Files

Tell the software where your backup is stored.

Select the drive and specific directory where your backup file is located, then click OK.

Step 3: Select Users

Choose which user accounts contain the returns you want to restore.

Highlight the name of each user you want to select. You can use CTRL+Click for multiple users or click Select All. Once finished, press ENTER or click OK.

Step 4: Select Returns

Choose the specific client files to bring back into the system.

Highlight each individual return you want to restore. Again, use CTRL+Click for multiple selections or click Select All. Press ENTER or click OK to finalize the restoration process.

📞 Still Need Help?

If you encounter errors during the restore process or the backup file is not recognized, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup