How to Import Prior Year Data after Installation

Importing Prior Year Payers & Recipients after Installation:

Importing Prior Year

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 for last year’s tax software folder, open it and select

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

or

C:\Program Files\TaxRight for 20##\Database\DataFile\TaxSoftware_20##.db (or Laserlink for 20## / ACA for 2019)

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

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.

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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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