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TaxAct backup instructions for data conversion

by Intuit•1• Updated 4 months ago

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords
  • Remove overrides made on forms which create new input fields (Input fields that don't exist on forms by default).
  • Individual (1040)
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (for example, C:\ConversionData).
  2. Browse to the installation folder of your TaxAct program. The default location is: C:\TaxACT\TaxACT 2023 Preparer's Edition.
  3. Open the Client Data folder.
  4. Select all files ending with .ta3. (Your computer settings may hide extensions, so the files may appear with the client name and a TaxACT icon.)
  5. Right-click and choose Copy.
  6. Browse to C:\ConversionData.
  7. Right-click and select Paste.

Open C:\ConversionData to view the files that you've backed up. A valid TaxACT backup contains files with an extension of .ta0. You'll have one file for every client you back up.

What items will be converted?

The main purpose of this conversion is to get your data ready for the following tax year. So viewing a Form 1040 won't display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF documents:

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