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How do I import a return between non-consecutive years?
The TaxCalc import process currently only permits data to be imported from the previous tax year. For example, TaxCalc 2025 will only be able to import a 2024 tax return file. If for example, you didn't need to purchase TaxCalc 2024 but you do have a prior year file such as TaxCalc 2023, the...
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25 Mar, 2025
Views: 39211
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How do I import a return from the previous year's tax return? (Individual Users)
Depending on whether you are looking to import a single tax return file or multiple tax return files, the instructions will vary. Below are 2 videos, the first for importing multiple tax returns and the second for single file. Video 1 - Multiple tax return files Video 2 - Single tax return...
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24 Mar, 2021
Views: 5793
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TaxCalc practice software Competitor Data Migration service
The TaxCalc Competitor Data Migration service is provided to help get your TaxCalc practice software up and running as smoothly as possible. Each conversion will be individually discussed with you by our team to confirm what we can bring over from your current provider. We will be connecting to...
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14 Feb, 2023
Views: 1927
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How to import a TaxCalc Audit Trail following a Merge of data
Accounts are not included in a Merge of data as this information cannot yet be transferred into the Primary database. We will provide a bulk export of all accounts from the secondary database in .CSV format. Currently there is no feature to bulk import accounts data. Instead these can be...
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07 Oct, 2024
Views: 1894
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How do I import joint income between two tax returns (Practice User)?
You can import income from one return to another by following these steps: Open up an SA100 tax return. Select Joint income importing from the left-hand menu. Select Import joint data. Browse and search for the client you want to import the data from. Click on Select. Select the tax return...
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11 Aug, 2015
Views: 1700
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Cannot see files on Import dialogue when browsing for them
On occasion, customers report that they cannot import previous years' files. This may happen if you are trying to import from the folder Program Files or Program Files (x86). Windows puts permissions on the system which unfortunately will not allow the software to access these folders. If...
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18 Mar, 2016
Views: 955
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