How do I back up the database?

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.



Article ID: 1234
Last updated: 02 Aug, 2019
Revision: 8
SimpleStep® -> How do I back up the database?
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