Importing Prior Year Payers & Recipients (Import All Companies):
1) Select Utilities from the menu bar then select Import Prior Year Payer & Recipient Data.
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.
2) Select Single Company.
3) Select the company you want to rollover.
4) Click Import.
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.