How to Import Prior Year Data after Installation

Importing Prior Year Payers & Recipients after Installation:

Import All Companies

1)  After the Product Key is entered the software will automatically search for previous year data. 

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2)  If data is found, the Prior Year Data Import screen will appear.

Prior_Year_Data_Found.gif

Note: If your computer finds more than one database to rollover and you are prompted to select which database you want to rollover, it is recommended to look in your Program Files for last year’s tax software folder, open it and select the W2015.mdb file.

3) Select All Companies.

4)  Click Import.

5) After the import is complete a screen will appear confirming “All previous year data has been imported successfully.”

6)  Click OK.

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 Import Companies One At a Time

1)  After the Product Key is entered the software will automatically search for previous year data. 

image 23.png

 

2)  If data is found the Prior Year Data Import screen will appear.

Prior_Year_Data_Found.gif

 

3)  Select Single Company.

4)  Select the company you want to rollover.

5)  Click Import.

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6)  A pop-up message will appear confirming the company selected has been imported.

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7)  Continue steps 4 and 5 until you have rolled over all desired companies and when finished click Close.

 

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