Drake backup instructions for data conversion

Before you start:

• Calculate all client files in your original program.
• Remove any locks.
• Remove any passwords.

What types of returns can I submit for data conversion?

• Individual (1040)
• Partnership (1065)
• Corporation (1120)
• S corporation (1120-S)

How do I backup my data for conversion?

1. Create a new folder on your C: drive named ConversionData before you begin the backup process.
   • For example, C:\ConversionData.
2. Open Drake.
3. From the Tools menu, select File Maintenance and choose Backup.
4. In the Drake 2024 - Backup dialog box, click Select a backup location.
5. Set the drive and folder for your backup to C:\ConversionData.
6. Check only the box for Client Files.
7. Click the Backup button.

How do I verify my backup is correct?

Open C:\ConversionData to view the files that you backed up. A valid Drake backup contains a file named DB followed by the date, and ending with a .7z extension. Extensions may be hidden depending on your settings, and the icon may resemble a zip file.

What items will be converted?

The main purpose of this conversion is to get your data ready for the following tax year so that viewing a Form 1040 won't display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF document.

• Click here to see a list of items that will convert to Lacerte Tax
• Click here to see a list of items that will convert to ProConnect Tax
• Click here to see a list of items that will convert to ProSeries Tax