Importing from older programs

Daniel Strachan Updated by Daniel Strachan

TaxTools WorkShop by default imports clients from CFS software as old as 2021. See Importing clients from other CFS software into TaxTools WorkShop.

To import from a year of CFS software older than 2021, disable the Simple File dialog.

  1. On the menu bar, click Tools > Options.
  2. On the Options window, click Files from the options on the left.
  3. Unmark Use simple file dialog and click OK.
  4. Perform the import by selecting the import option for the oldest year available. In this example, we want to import from an older year of TaxTools, so we will click Utilities > Import > Import Clients from TaxTools > Import Clients from TaxTools 2021.
    To import from an older year of another software by CFS, click Utilities > Import > Import from Other CFS Software, click the name of the program you want to import from, and choose the oldest year available.
  5. In the Open dialog, navigate to the folder of the desired prior year program, select the database (.dbf) file and click Open.
  6. As a precaution the existing data will be automatically backed up. Wait while this operation completes.
  7. See Importing clients from other CFS software into TaxTools WorkShop, Step 4 for the remaining steps.

How did we do?

Importing from Lacerte

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