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Backing up and Restoring
How do I back up the database?
TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups. If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server. Step...
rating 02 Aug, 2019 Views: 3699
Automatic backup of TaxCalc on a server
The network version of TaxCalc uses the Postgres database engine. Backups need to be made on the server itself - there is no capability for users to make an automatic backup of the database from a 'client' computer. In a full blown server environment it may not be possible or desirable for users...
rating 24 Apr, 2018 Views: 2283
I get "Upgrade Required - You are trying to connect to..." after restoring my database
The following message may appear after restoring a TaxCalc database: This will normally only happen if you have restored a database that was created in an earlier version of the software than the one you are currently using. If you want to keep the database you have restored, simply...
rating 27 Dec, 2017 Views: 1768
Where is my database stored and can I move it? (Practice users)
The database cannot be moved due to system settings within the software. The locations are as follows. Windows Standalone users The database is called hub.sqlite. If you selected the just me option during installation, the database will be here: C:\Users\(Your...
rating 27 Mar, 2017 Views: 1686
How do I move my tax return between two computers to file online? (Individual Users)
To move your tax return between two computers, it is recommended follow these steps: Complete your tax return and save it to a known location using File > Save. To find a tax return that you've already saved, go to My Returns, click on your name and make a note of the file location. Exit...
rating 21 Mar, 2016 Views: 1661
"Restore Error" shown when trying to restore a database through the Hub
On occasion when users are restoring a database through the hub, the following error can occur. Restore Status Restore Error - The database restore has failed as the backup file cannot be read. This could be a result of a network connection error or possibly a hardware issue, please check and...
rating 07 Sep, 2018 Views: 557
Cannot make a backup when TaxCalc needs updating (CloudConnect customers only)
Some customers have experienced a problem when trying to update their copy of TaxCalc on the TaxCalc CloudConnect platform. The following message is received: The program will not let users make a backup of the database. This forces users to continue without making a backup or abort the...
rating 26 Sep, 2018 Views: 357
Can I skip making a backup when an update is run
In recent versions of TaxCalc the user will be prompted to allow a backup to be made when the update runs if it is started from the notifications tab. This dialog has been included to ensure that appropriate backups are taken at the point the database is upgraded. TaxCalc recommends you allow...
rating 28 Dec, 2018 Views: 298
How do I change the password for a user?
Please see below the step by step instructions on how to change a password for TaxCalc users (other than admin). Step 1: Log into TaxCalc as the admin user Open TaxCalc and log in with your admin username and password Step 2: Open Admin Launch Admin from the home screen. Step 3:...
rating 04 Sep, 2018 Views: 283
Problems encountered when backing up or restoring TaxCalc
There are currently no known issues with the backup or restore routines in TaxCalc. However if there are problems that occur then it is recommended to check the following attributes: When restoring a backup, make sure that the file format is correct for the database type you are running. For...
rating 30 Mar, 2017 Views: 263

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