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Backing up your data

📚 What This Guide Covers

This comprehensive guide covers the essential process of backing up your SureFire tax data. Regular backups are critical for data security and for transferring client files between systems.

✅ Why Backup?

You can use the built-in backup functions to:

  • Securely copy tax returns to removable disks or external drives.
  • Transfer files to a new computer.
  • Move transmittal files for e-filing from a different workstation.

Recommendation: Back up your data daily and maintain a log of when each backup was performed and by whom.

📊 Step-by-Step Guide

Step 1: Open Backup Utility

On the Tools menu, select Backup to Disk.

Tools Menu - Backup to Disk

Step 2: Choose Backup Type

In the Backup Options window, choose one of the following:

  • Regular Backup: Backs up your return files only.
  • Archive Backup: Backs up returns, preparer information, and user settings.
  • IRS/RAL Transfer: For moving files to a transmitting PC.

Select Start a new backup or Add to a previous backup and click OK.

Step 3: Define Location & Select Data

To Create a New Backup:

  1. Select the Drive and Directory where you want the backup stored.
    2. ⚠️ Note: If using a removable drive, ensure it is connected before starting.
  2. Click OK to begin the process.

To Add to a Previous Backup:

  1. Select the User and the specific Returns to back up.
  2. Select the Drive and Directory where the existing backup file is located.
  3. Click OK. The software will merge the new data into the existing backup file.

Selecting Backup Directory

📞 Still Need Help?

If you need help establishing a complete hardware backup strategy, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup
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