The TaxSlayer Pro program stores all tax returns to your local hard drive (This is the drive the program is installed on, typically the C drive.) Returns may also be backed up to a removable storage device (flash drive, USB drive, secondary hard drive, external hard drive, etc.). Once returns are successfully backed up, they can be recalled either to the local computer or to a different computer from a removable storage device.
To back up business returns in TaxSlayer Pro, from the Quick Menu select:
- Business
- Business Utilities
- Backup Returns
- Select the Drive to Use for Backup - Select the drive letter. If you don't know the letter Windows has assigned to the drive, open a Windows File Explorer window and determine the drive letter there.
- Select Clients to Backup - select Check All to backup all returns, or you can select returns individually. When finished, select Ok.
To recall business returns in TaxSlayer Pro, from the Quick Menu select:
- Business
- Business Utilities
- Recall Returns
- Select the Directory to Recall Returns From - Select the drive letter. (You will see the directory path \TaxSlayer\20xxNet\Data.), then Ok.
- Select Business Clients to Recall - Select Check All to restore all the returns, or select one or more individual returns to recall as needed. Note: If any return being recalled already exists on this computer, before selecting Ok select the Overwrite Existing Returns check box if you wish to overwrite the existing return with the return recalled from backup.
- Select OK.
- If you didn't check the overwrite check box and a return being recalled already exists, you will be asked to confirm that you'd like to continue. Answer YES to overwrite the existing return, or answer NO to not recall the return from the backup.
The last step involves repairing the client lists so that they will show the recalled return(s). From the Business Utilities menu select Repair Tax Return Pick List and answer YES to confirm that you wish to proceed.