1. 1 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Backup and Restore Objectives –In this chapter you will learn how to : Backup Returns Restore Returns

2. 2 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup Click the Tools menu and click Backup to disk.

3. 3 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup Click Regular backup and click OK

4. 4 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. ALERT! Volunteer Sites do not participate in the RAL program. Do not use the Transfer IRS/RAL Files to Transmitting PC backup option.

5. 5 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup Select the username(s) whose returns you want to backup and click OK.

6. 6 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup Select the desired returns in the list and click OK.

7. 7 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup Select the drive and directory where you want the backup to be saved by clicking the arrow and browsing for the drive. Click OK.

8. 8 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Regular Backup ALERT!- Selecting a drive may not cause the correct location to be selected –Check the drive letter for the location, especially when using external drives –Jump drive(s) will show up as a removable drive in most cases If backing up to a CD: –The CD must be formatted as a direct CD.

9. 9 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advanced Backup Select Advanced Backup Options and click OK.

10. 10 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advanced Backup Indicate which returns to include.

11. 11 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advanced Backup Indicate which components to include.

12. 12 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advanced Backup Choose a method of backup. –Note-If “Start a new backup” is used, all prior returns in a previous backup will be overwritten

13. 13 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advanced Backup Choose the file resolution after backup from the File Resolution After Backup section. Click OK and proceed as in a Regular Backup

14. 14 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restoring Returns Click the Tools menu and click Restore from Disk.

15. 15 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restoring Returns Select the drive and directory where the backup is located and click OK. ALERT -- You will not see the backup files in the directory, you must know that they are there.

16. 16 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restoring Returns If you made the backup using Advanced Backup Options TaxWise displays the Advanced Restore Options dialog box.

17. 17 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restore from Full Backup In the Restore Options dialog box, Select Restore from Full Backup and click OK.

18. 18 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restore from Full Backup Click the user name(s) whose returns you want to restore and click OK. ALERT – You must have the same Username and Password as used in the original Backup if you did not use Advanced Backup

19. 19 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Restore from Full Backup Select the return(s) you want to restore from each user name and click OK.

20. 20 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advance Restore Options In the Restore Options dialog box select Advanced Restore Options and click OK.

21. 21 / 21 Backing Up and Restoring Returns © 2006, Universal Tax Systems, Inc. All Rights Reserved. Advance Restore Options Indicate all of the components to restore.