Moving older versions of TaxCalc to a new PC (Individual customers)

Article ID: 2237
Last updated: 21 Mar, 2024

On occasion you may find that you need to move older versions of TaxCalc (pre-2013) to a new computer.

If you purchased the older versions, you can still download and run these versions.

  1. Firstly, download and install the required program to the new computer from our website.
  2. On the new computer, go to www.taxcalc.com and log in to your account using your email address and password.
  3. From the My Products page, click on the link near the bottom that says Download Previous years products and download the version of TaxCalc that you need to run.
  4. Download, install and then license TaxCalc by following the onscreen instructions to license the software by entering a licence code. You cannot licence 2012 or earlier years unless you enter a code. Internet activation has been disabled.

Once TaxCalc is running on the new computer you need to transfer the tax return data files for the relevant year from the old machine. Each year the return files will be shown with the extensions as listed below. The ‘tax year’ is indicated by the last one or two digits of the filename:

Return Type Previous Years 2010-11 2011-12 2013 onwards
SA100 Individual .s06 .s07 .s08 .s09 .tcs11 .tcs12 .tcs13, .tcs14, .tcs15, .tcs16, .tcs17, .tcs18, .tcs19, .tcs20, tcs21, tcs22, tcs23, .tcs24
SA800 Partnership .p06 .p07 .p08 .p09 .tcp11 .tcp12 .tcp13, .tcp14, .tcp15, .tcp16, .tcp17, .tcp18, .tcp19, .tcp20, tcp21, tcp22, tcp23, .tcp24
SA900 Trust .t06 .t07 .t08 .t09 .tct11 .tct12 .tct13, .tct14, .tct15, .tct16, .tct17, .tct18, .tct19, .tct20, tct21, tct22, tct23, .tct24

On the old computer, you will need to find the tax return files for the appropriate years and copy them on to a USB stick or removable memory device of some kind.

You can search for these files but it might be easier to see where the files have been saved by starting the TaxCalc program on the old PC and selecting the file on the returns page. The file location will be shown in the Progress Monitor.

Once you have copied all the files you wish to transfer, take the removable memory device to the new computer and copy the files into a folder of your choice (normally a sub-folder in Documents).

Start TaxCalc, click on File > Open and browse to the folder where you have loaded the tax return files and select the file you wish to use. When you next start TaxCalc, the file will be listed.

Repeat this process for different files and years as required.

If you need to move files to the 2013, 2014 or later iterations of the TaxCalc program, please refer to the following link for more information:

Article ID: 2237
Last updated: 21 Mar, 2024
Revision: 14
Views: 3262
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Also read
item How do I find a missing file? (Individual, Partnership, Limited Company and Trust users)
item How to import/restore tax return files when moving from the personal to practice interface?

Also listed in
folder Technical -> Previous years
folder Technical -> Moving TaxCalc