Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
For Accountancy Practices and Tax Advisors For Individuals, Businesses, Trusts, and Partnerships
PRACTICE MANAGEMENT
Client Hub
Companies House Integration
GDPR Centre  
NEW

eSign Centre  
NEW

AML Identity Checking
AML Centre  
NEW



COMPANY SECRETARIAL
Company Incorporator
Companies House Forms
FINANCIAL REPORTING
Accounts Production


TAXATION AND HMRC
Tax Return Production
VAT Filer


SERVICES
CloudConnect
TAX SOFTWARE
Individual
Limited Company
Partnership
Trust
VAT SOFTWARE
VAT Filer for Business  
NEW

Moving TaxCalc to a new computer (Practice user – standalone)

Article ID: 2214
Last updated: 21 Mar, 2019

Moving TaxCalc to a new PC is a four-step process (see below). The instructions are broadly the same whether you use the SQLite database or Postgres but any differences are noted.

If you store tax returns outside the database, contact our Support team before continuing.

1. Make a backup (old PC)

  1. Go to Hub > Admin Centre > Database.
  2. Click on Backup Database.
  3. Select the destination for the backup file being created – for example, memory stick, removable hard drive or shared network.
  4. Once the backup is complete click on OK and exit the program.

2. Uninstall the program (old PC)

  1. Make sure the PC is connected to the internet.
  2. Remove TaxCalc, by going to Computer > Uninstall or change and choosing TaxCalc to uninstall.

IMPORTANT: This doesn't remove data files from the old PC, just the program files. Data is left intact.

3. Install TaxCalc (new PC)

  1. Log in to TaxCalc.
  2. Click on My Account.
  3. Go to My Products and Services
  4. Click on Download.
  5. Tick the box I understand… then click on Download.
  6. When the download is complete, double-click on the file to start the installation leaving all options at the default.
  7. Set the location of the database (SQLite only) – Just me for your profile path or All users for c:\taxcalchub\sqlite (this database is called hub.sqlite).
  8. Complete the installation
  9. Once the program is loaded, run it once to make sure it's working.

NOTE: If you get an 'invalid mac address' message when trying to install on the new machine, contact our Support team. This means that TaxCalc may already be installed on the maximum number of machines for that account.

4. Restore the backup (new PC)

  1. Insert the memory stick or removable hard drive into the new PC (if used).
  2. Save a copy of the backup file locally to the machine (i.e. Documents. Desktop)
  3. Open TaxCalc.
  4. Go to Admin Centre > Database > Restore Backup from File
  5. Restore the backup file from wherever you saved it at the backup stage.

The data from the old PC should now be visible within TaxCalc.

NOTE: This restore operation will restore the data as it was on the old machine so should not be performed on a PC where data has been entered since the installation.

Article ID: 2214
Last updated: 21 Mar, 2019
Revision: 18
Views: 10178
This article was:  


Also listed in
folder Technical -> Moving TaxCalc