Before you start:
- This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
Restoring files and using ProSeries HomeBase Maintenance tool:
If you deleted the file on a standalone installation, you may be able to restore it from your Recycle Bin.
- Open the Recycle Bin.
- Right-click on the client file and select Restore. This will move the data file back to the data directory.
- Within ProSeries, choose the specific HomeBase View for that type of return.
- Run HomeBase Maintenance.
- Starting in tax year 2020, ProSeries replaced the Database Maintenance tool with a new and improved HomeBase Maintenance tool. For full details, see Performing Maintenance on your HomeBase
To run a HomeBase Maintenance in ProSeries 2020 and newer:
- Go to HomeBase and change your Homebase View to the main view impacted, such as the Form 1040: Individual.
- HomeBase Maintenance isn't available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund.
- From the HomeBase menu, select Database Maintenance.
- Let it run! HomeBase Maintenance will fix any issues it encounters automatically.
Run a search for the missing file:
If the file has been moved, you may be able to locate it by performing a search:
- Open Windows File Explorer.
- Select the drive that you think the file may have been moved to.
- Use the Search bar to enter the file name of the client file.
- If the file appears, use the Restore feature to move it back to the correct location.
If you deleted the file from HomeBase and you're installed as a network, there's no way to retrieve the file, as there's no Recycle Bin for a network location. At that point, you must restore the client file from a backup.