It is good practice for all TaxCalc users to work from a single database.
Previous versions of the program have allowed multiple installations to exist however going forward to fully take advantage of new and forthcoming modules and products it is highly advantageous to work from a single source.
We currently offer a Merge of data service. Merge of Data - What happens next
For smaller datasets that only use the Tax return Production module the following steps can be completed through TaxCalc to extract your data.
Once extracted this information can be imported into another TaxCalc database.
Secondary database Extract tax return data:
Primary database Import tax return data:
When the tax return is imported into TaxCalc a client will automatically be created in Practice Manager.
Postings within Accounts Production can be exported by following the instructions detailed within this Knowledge Base article. How do I move an Accounts Production client from one TaxCalc database to another?
Information from the following modules cannot be exported.