How to import Prior Year Data after installation

NOTE: (Software does not skip years when importing data). You will need to have prior year software installed on exact same computer that is running current year software in order to import data. 

Importing All Payers:

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 you will be prompted to select which database you want to rollover. TaxRight, Laser Link, ACA all use the same Date Base. You will need to navigate your way through finding the Data Base on your Computers Local Hard drive. If needed you can contact your IT Administrator to search for Database using the below information. 

Location of Database in Software as follows:

C:\Program Files (x86)\TaxRight for 20##\Database\DataFile\TaxSoftware_20##

or

C:\Program Files (x86)\LaserLink for 20##\Database\DataFile\TaxSoftware_20##

or

C:\Program Files (x86)\ACA for 20##\Database\DataFile\TaxSoftware_20##

Database may be located in (Program Files) folder. 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.

3) Select All Payers

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.

 Importing Single Payer 

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 Payer

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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