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  3. Backing Up Data

Backing Up / Recalling Individual Tax Returns

The TaxSlayer Pro program automatically backs up all tax returns to your local hard drive (This is the drive the program is installed on; in most cases the local hard drive is 'C'). You have the option of saving an extra copy of your returns by setting up a secondary back up path in the Configuration Menu.  Returns may be also be backed up to removable storage devices (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 from the local drive or to a remote computer from a removable storage device.

Backing Up Returns
From the Main Menu of TaxSlayer Pro select:
  • Utilities
  • Backup Returns
  • You will be prompted to Select the Drive to Use for Backup (If you do not know the assigned drive letter of your secondary device, minimize the program and open the Computer Management Screen (My Computer or Computer depending on the computer's operating system) and a list of all drives will display on the screen.  Find the drive associated with your flash drive or secondary hard drive.)
  • Select the drive letter assigned to the removable device from the list of drives
    NOTE: If you are using a Network, a message will appear asking if you would like to use the Network Backup Directory. Select 'YES'.  If you are not on a network you will not see this message.
  • A list of all returns will appear in a pick list.  You can Select Clients to Backup or you can back up all returns by selecting 'Check All'
  • Select 'OK'
  • The selected returns will be copied to the selected drive.
Recalling Returns
From the Main Menu of TaxSlayer Pro select:
  • Utilities
  • Recall Returns
  • You will be prompted to Select the Directory to Recall Returns From (If you do not know the assigned drive letter of your secondary device, minimize the program and open the Computer Management Screen (My Computer or Computer depending on the computer's operating system) and a list of all drives will display on the screen.  Find the drive associated with your flash drive or secondary hard drive.)
  • Select the drive letter assigned to the removable device from the list of drives
  • Select 'OK'
  • A list of all returns will appear in a pick list.  You can Select Clients to Recall or you can recall all returns by selecting 'Check All'
    NOTE: If the return already exists on this computer select the box for Overwrite Existing Returns before selecting 'OK'
  • Select 'OK'
  • From the Main Menu go to Utilities Repair Tax Return Pick List
  • The selected returns will populate into the client list.