Modules Accepted for Conversion:
- Individual (1040)
- Partnership (1065)
- Corporation (1120)
- S-Corporation (1120S)
Back up clients in Drake:
Calculate all clients, and remove locks and passwords before beginning the backup process.
- Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
- Open Drake, on the menu bar, click Tools, File Maintenance, then Backup.
- In the Drake 2017 - Backup dialog box, click Select a backup location, and select the drive and folder for your backup (set the location to C:\ConversionData).
- Check only the box for Client Files.
- Click Backup.
to view the files that have been backed up. A valid Drake backup contains a file named
followed by the date, and ending with a
extension (extensions may be hidden depending on your settings, and the icon may resemble a zip file.)