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Back up items

You can back up client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff member information), product settings (such as miscellaneous setup options, custom statements, and invoice pricing), and data mining information (such as custom searches, reports, and letters) to an external storage device, a backup location, or FileCabinet CS (if licensed).
To do so, follow these steps.
  1. Select
    File
     then
    Backup
    .
  2. Select
    Clients
    ,
    Documents
    ,
    System settings
    ,
    Product settings
    , or
    Data Mining
     from the dropdown.
  3. Select the items you want to back up then select
    Select
     or
    Select All
     to move the items.
  4. Verify that the backup location is correct. If it isn't, select
    Modify Backup Location
    , go to the correct drive and path, then select
    OK
     to return to the
    Backup
     window.
  5. Select
    Backup
    .
  6. Select
    Done
     when the backup process completes.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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