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 1: Log into TaxCalc as the admin user
Open TaxCalc and log in with your user account details.
Step 2: Open Admin Centre
Launch Admin from the home screen.
Step 3: Open the database
When Admin opens, select Database from the left-hand menu.
Step 4: Click on Backup Database
Select Backup Database from the left-hand menu.
Step 5: Choose the location for the backup file
A window will appear asking you to choose where to save the backup file.
Click on Browse to change the location of the file.
Click on Backup.
Step 6: Finish
The window will show the progress of the backup process. If you have a lot of clients this might take some time.
When the process has finished the screen will display following message.