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Copying Proforma files to other computers


Yes, you can do this by copying the files to a USB drive, then to the hard drive of the second computer.

 

Run Prior Year Carryforward on the computer where the prior year returns are located.

On the same computer, click Tools Utilities/Setup Assistant

Click File Copy Proforma Files

On the next screen, click the location (drive and path) that you are copying FROM and click OK

On the next screen, click the location that you are copying TO (eg. E:\Proforma\ or F:\Proforma\) and click OK. The Proforma files will be copied to the USB drive.

Remove the USB drive and insert into the second computer.

Start SureFire.

Click Tools Utilities/Setup Assistant

Click File Copy Files

Click File Copy Proforms Files

Click the location you are copying FROM (the USB drive)

Click the location you are copying TO which should be \UTSXX\Proforma (XX=14 for SureFire 2014,15 for SureFire 2015, etc)

Click OK. The proforma files are now copied to this hard drive. When you begin a new return, SureFire will prompt you that "prior year data exists"" and will load that data.

 

Additional Information

 

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Tags: install,setup