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1040 - Backup Returns

2 months ago

 

Updated

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This article demonstrates how to backup returns in CrossLink 1040. The regular backup of returns is essential to avoid loss of information in the event of hardware failure.

 

Overview

Enable the Backup Feature

Backup Returns

 

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Enable the Backup Feature

1. Log into CrossLink 1040 as a user with administrator rights.

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9. The Backup Return option will now be enabled.

 

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Backup Returns

1. On the Work in Progress Summary, click the Backup Returns option.

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3. Select the items to be backed up by selecting the appropriate check boxes. 🖐 Note: 

The minimum options that need to be selected are Tax Returns and PDF Documents.

4. Click OK to back up the selected items.🖐 Note: 

Note

The backup file will be created in the directory specified in Step 5 of Enable the Backup Feature.

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