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
Tags: install,setup
Support Center