How to Import Prior Year Data

Importing Prior Year Payers & Recipients (Import All Companies):

1) Select Utilities from the menu bar then select Import Prior Year Payer & Recipient Data.

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2) Select All Companies. (Below you will see specific directory locations to locate database as needed)

Note: You need to purchase the software yearly to be in compliance with the IRS & you will not be able skip years when importing data as you can only import prior year data.

(Example: TaxRight 2021 data will NOT import into TaxRight 2023) 

2023 - 2018 Directory -C:\Program Files (x86) \LaserLink for 20## (TFP for 20## / TaxRight for 20## / ACA for 20##)  \Database\DataFile Database TaxSoftware_202##.db 

2017 Directory: C:\Users\yourname\AppData\Local\LaserLink2017 or TFP2017
Database - TaxSoftware_for_2017.mdf 

2016 Directory: C:\Program Files (x86) or Program Files \LaserLink for 2016 or TFP 2016
Data Base - w2016.mdb

3) Click Import.

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

5) Click OK.

 Import Single Companies:

1) Select Utilities from the menu bar then select Import Prior Year Payer & Recipient Data.

 

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2) Select Single Company.

3) Select the company you want to rollover.

4) Click Import.

 

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

6) Continue steps 4 and 5 until you have rolled over all desired companies.

7) When finished, click Close.

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