If you have the Accounts Production module with TaxCalc, all of the information is retained in the database and therefore there is no easy way to move the information for one client from one machine (database) to another. You can move a client into a different database (or new machine) but this is not a fully automated task and you can't move all of the data. Instead, you can run reports that will allow you to transfer the postings data from the source database.
NOTE: If you have multiple standalone installations of TaxCalc, we would recommend you move to a network copy of the program before continuing. If you would like further information on the process required, contact our Support team.
On the source database (old machine)
NOTE: If anyone listed in relationships is a client on the source database but doesn't exist on the destination database, export any returns for them and import them into the destination database. This will make it easier to update the relationships.
On the destination database (new machine)
Next you need to transfer the information to the destination database. If the client doesn't appear on the new machine, you'll need to create the client in Practice Manager before proceeding. You'll also need to include the relationships for any directors and secretaries that need to be associated to the accounts. For further information on this, read How do I add details of directors, company secretaries or partners in Practice Manager? Once the client appears in your list of clients, complete these steps: