To assist in migrating TaxSlayer Pro from a PC to a new PC, the program configuration from the old PC can be copied to portable storage, such as a thumb drive, and loaded onto the new PC.
First, attach a portable storage drive to the old PC. Then, from the Quick Menu of TaxSlayer Pro select:
- Configuration
- Configuration Utilities
- Copy Configuration to Disk
- In the Windows Explorer window, navigate to the portable drive
- Provide a file name, then select OK
Download and install TaxSlayer Pro on the new PC:
- Log in to Account Hub at the TaxSlayer Pro website and download TaxSlayer Pro.
- Run the TaxSlayer Pro installation file that downloaded to install the program.
Start the program to begin the initial configuration. If the prior year of TaxSlayer Pro exists, the configuration process will draw on last year's information, querying you at each step about pulling it forward.
Otherwise, if the prior year of TaxSlayer Pro isn't installed, you will be asked if you would like to restore configuration from a drive. Select YES.
There may be an occasion to restore the configuration into the program after the initial setup has been completed. Log in to TaxSlayer Pro and from the Quick Menu select:
- Configuration
- Configuration Utilities
- Restore Configuration from Disk
- Choose Location Manually - In the Windows File Explorer window, navigate to the portable drive and double-click the file created in the steps above.
- You will be asked to select which components you would like to restore. Check the check box next to each category that you would like to restore, or select Check All, and then Ok.
- You will be queried, "Will This Computer be Used to Communicate with TaxSlayer Pro?"
- If this PC is not networked to other PCs also working on tax returns, select YES.
- If this PC is networked to other PCs also working on tax returns and is also the Transmitting Computer, select YES.
- For any other PC, select NO.
- You will be queried, "Will This Computer be Used as your Network File Server?"
- If this PC is not networked to other PCs also working on tax returns, select YES.
- If this PC is networked to other PCs also working on tax returns and is also the File Server, select YES.
- For any other PC, select NO.
- Select the drive the program is installed on. This is the C drive unless you know otherwise.
- You will be asked about the prior year path. Select and change if necessary, but generally the default path is correct.
- When the process is complete, you will be told "Configuration Restored Successfully. In order for the configuration changes to take effect the Program will now close." Select OK.
