How to Backup Returns in The Program

Backing Up Returns in The Program

In order to back up returns in the program, the following steps are provided.

Part 1:  Enable the backup feature

  1. Log into the program as a user with administrator rights.
  2. From the top menu, select Setup > Office Setup to open up the "Application Settings" window.
  3. In the Application Settings window, click the General Tab. Then select the Enable Backup check box in the Backup section.
  4. In the Backup Path field, either enter the path to which to save the backup file, or click the Browse Button and specify a directory to use.
  5. Click OK to return to the Work in Progress Summary. Click the Lookup Button on the toolbar for the Lookup screen to open.
  6. Then click the WIP Button to return to the "Work In Progress Summary." The Backup Return option will now be enabled.

Part 2:  Backup returns

  1. On the Work in Progress Summary, click the Backup Returns option. The Backup Returns window will open.
  2. Click Full Backup to open the Full Backup Selection window.
  3. Select the items to be backed up by selecting the appropriate check boxes.
    NOTE: To back up tax returns, the minimum options that need to be selected are Tax Returns and PDF Documents.
  4. Click OK to back up the selected items. The backup file will be created in the directory specified in Part 1, Step 5.

NOTE: If the Backup Returns option is not available after completing Part 1, please close the program and re-open it.

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