Old Computer
Attach an external storage device (such as a thumb drive or portable hard drive) to the original (old) computer. From the Quick Menu of TaxSlayer Pro select:
- Configuration
- Configuration Utilities
- Copy Configuration to Disk -
- Select the drive letter assigned to the external device.
- If desired, create and/or navigate to the subdirectory where you'd like to store the backups.
- Enter the name of the backup file. It's best to include the year in the name to help distinguish it from other backups. For example, if you're backing up the configuration for the 2024 program you can call it "2024config".
- Click Save.
When the configuration files are finished copying to the selected drive you will see the message "Configuration Successfully Backed Up".
New Computer
After copying the configuration, remove the storage device from the old computer and insert it into the new computer. Then, from the Quick Menu of TaxSlayer Pro select:
- Configuration
- Configuration Utilities
- Restore Configuration from Disk
- Select the drive letter assigned to the flash drive, and navigate to the backup file.
- Open the backup file, either by double-clicking it or by single-clicking it to select it, then clicking Open.