TaxCalc defaults the tax returns to be stored in the central database. If you’re using a standalone or network version, you have the option to store your returns either in a local database or in regular files. We do not recommend this as it may cause potential duplication of data, particularly if running a network version.
To import any returns not saved in your database complete the following steps:
- Open TaxCalc.
- Select the client that has the return you wish to import into the database.
- Open in Tax Return Production.
- Any returns saved as a file will show a link next to the period (any returns that should be linked but cannot be found are shown as a Broken red link).
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In the above example tax return screen, it shows:
- As a file
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- Broken Link (File not found)
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- Saved in the database.
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To import the file into the database
- Select the tax return to import.
- Click on Properties then import.
- This imports the file into the database so it will always be found.
To import a file with a broken link
- Select the return
- Click on properties
- The location where the file was when created is shown.
- Select relocate and browse to the files new location
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- Select the file.
- Once relocated and the link is not red, you can then import the return into the database as per the instructions above.
Note: Importing the tax return does not delete the original file from the file structure.
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