The backup routine allows the user to back up a single client tax return to a local pc or memory key. This allows you to take details of a client's tax return home to work on. The Backup screen will appear as follows:
Click Backup and a message will appear “Backup Completed”. If you go to Explorer you will see a series of backup files with the extension .ptax.
Restore will perform the reverse routine and update the database with the new information.
The check-out routine works the same as the backup routine but the difference is that the client's tax return is now locked on the system so that nobody can change the details until the return is checked back in. The Checkout screen will appear as follows:
Click the Check-Out button a message will appear “Check-Out Completed”. If you go to Explorer you will see a series of checked-out files with the extension .ptax.
The Checked-Out column on the client and tax return screen will have the word “Yes” filled in. The tax return will also change color from black to red to indicate it has been checked out.
Check-In will perform the reverse routine and update the database with the new information.