Please follow these instructions to back up your data in order to prevent any delays in the conversion process.

Modules Accepted for Conversion:

  • Individual (1040)

Back up clients in TaxSlayer:

Calculate all clients, remove locks/passwords,  AND  remove  overrides  made on forms which create new input fields (i.e., input fields that do not exist on forms by default) before beginning the backup process.
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open the TaxSlayer program and select 7. Configuration.
  3. Select  5. System / Network Configuration Menu.
  4. Look at 1. Are You Using a Network?
    1. If it is YES then note the path in 4. Server Location.
    2. If NO, then select 0. Exit, then 6. Path Menu, and note the path in 1. Installation Path.
  5. Close the TaxSlayer program.
  6. Browse to the directory found in step 4 above for your TaxSlayer program. The default location is: C:\TaxSlayer\2017Net.
  7. Select the DATA folder, right-click and choose Copy.
  8. Browse to C:\ConversionData.
  9. Right-click and choose Paste.

Verify Backup

Open C:\ConversionData to view the files that have been backed up. You should see a DATA folder, with the same contents as the folders in Step 7 above. The file names inside will be long combinations of letters and numbers.