How to Transfer a Return Between Installations of The Program

The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network).

To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc).

Step 1 - Back up the return

To back up a tax return, follow these steps:

  1. Open the return to be transferred while logged in as a user with Admin permissions.
  2. From the top menu, select Return->Transfer Return.
  3. If the software is the Master User of a multi-office install, the "Transfer Return" window will open. Click No to continue, or click Yes to send the return to the subsite that owns the return.
  4. In the Label field, type a description for the tax return.
  5. In the "Transfer Return" window, click the “…” button to open the "Transfer file" window.
  6. In this window, browse to the location where the return is to be saved.
  7. In the File Name field, type a name for the transfer file.
  8. Click Save to return to the "Transfer Returns" window.
  9. Click OK to create the transfer file for the return. The "Transfer File Contents" window will open displaying the contents of the transfer file.
  10. Click Close to close this window.

    The program will transfer the return to the directory selected.

Step 2 - Restore the return

  1. On the computer the return is to be transferred to, insert the flash drive and note the drive letter assigned to it by Windows.
  2. Open the program and log in as a user with administrator rights.
  3. From the top menu, select Utility->Retrieve Returns. The "Select a File to Retrieve" window will open.
  4. Browse to the location where the transferred tax return is stored (the drive letter will be the one noted in step 1).
  5. Select the appropriate transfer file and click Open. The Transfer File Contents dialog will open.
  6. In this window, select the returns to be transferred.
  7. Click Retrieve to transfer the selected returns to this computer.
  8. Verify access to retrieved return.

See related KB 69 Transferring Program Updates