How to Import Prior Year Data after Installation

Importing Prior Year Payers & Recipients after Installation:

Importing Prior Year  (Please note you will need to have the prior year software installed on computer in order to import previous year data - Software does not skip years)

Import All Companies

1) After the Product Key is entered the software will automatically search for previous year data. 

2)  If data is found, the Prior Year Data Import screen will appear 

Located under Utilities tab Select Import Prior Year Payers & Recipients Data

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Note:  If your computer finds more than one database to rollover and you are prompted to select which database you want to rollover, it is recommended to look in your Program Files or Program File (x86) for last year’s tax software > Database > DataFile > and select the Database. 

You will need to have the prior year installed to import, you can not skip a year.

TaxRight, vs Laser Link vs ACA:  all use the same Date Base - see below on how to browse 

C:\Program Files or Program Files (x86)\TaxRight for 20##\Database\DataFile\TaxSoftware_20##.db (or Laserlink for 20## / ACA for 20##)  

or

C:\Program Files or Program Files (x86)\TaxRight for 20##\Database\DataFile\TaxSoftware_20##.db (or Laserlink for 20## / ACA for 20##)

**You must have the prior years software installed to rollover your data **

** If you receive "Select Another Database" error message then you are not using correct database file**

** It is NOT recommended to Move or Copy the Database File** 

TaxRight 2021 Software (formally known as TFP) you will be able to import your data from TFP 2020 into the TaxRight 2021 - same software just the name has changed 

3) Select All Companies or Import Single Payer at a time

4)  Click Import.

5) After the import is complete a screen will appear confirming “All previous year data has been imported successfully.”

6)  Click OK.

 

 Import Companies One At a Time

1)  After the Product Key is entered the software will automatically search for previous year data. 

2)  If data is found the Prior Year Data Import screen will appear.

3)  Select Single Company.

4)  Select the company you want to rollover.

5)  Click Import.

import_2.PNG

6)  A pop-up message will appear confirming the company selected has been imported.

 

7)  Continue steps 4 and 5 until you have rolled over all desired companies and when finished click Close.

 

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