How do I restore tax returns that were backed up in Office Manager?

The following video shows how to restore tax returns that were saved from the Backup function in Office Manager.



The Backup function creates a ZIP file and an index file that is named, CLNTBKUP.001. Both the ZIP and CLNTBKUP.001 files are needed to restore returns. All returns associated with the client are backed up; however, you can select to restore a specific tax year or return version.

To restore returns, do the following:
  1. Open Office Manager.
  2. Click Restore Client Data.
  3. In the Restore Client Data window, select one of the following:
    • Tax return data only. Allows you to restore specific return versions for the client.
    • All client and tax return data. Restores the entire client, including returns for all tax years.
  4. Click Select Drive.
  5. Select the drive where the backup file are located.
  6. Browse to and double-click the backup folder under Directories. The client files are listed under File Name.
  7. Click OK.
  8. Select the returns to restore.
  9. Click Add.
  10. Click OK.
  11. Close Office Manager.

 

Additional Information

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