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