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Drake backup instructions for data conversion

by Intuit•4• Updated 5 months ago

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords.
  • Individual (1040)
  • Partnership (1065)
  • Corporation (1120)
  • S corporation (1120-S)
  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 2023 - 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.

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.

Lacerte TaxProConnect Tax OnlineProSeries BasicProSeries Professional

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