Import Instructions for Tax Forms Helper
This feature will enable you to import the information from last years Tax Forms Helper® Software into the current Tax Forms Helper® Software.
It will import the entire employer information, and the names and addresses of employees and recipients.
It won’t import the financial data from the previous year. That way the records are ready for you to enter the new data for the current year.
After the records are imported they will need to be filled in with the new financial information.
(At this time the Tax Forms Helper® software does not have the ability to import from other software. That includes .txt files and ascii files.)
Before starting, be sure to Update the Tax Forms Helper to assure any last minute changes made by the IRS have been updated in your program.(click to read instructions).
Note: the following instructions on how to import your data can also be found in the software program. Open the program and click on the “Employer Help” button located on the Toolbar and select “How do I Import My Data”.
Import W-2 and 1099 Data
X = 2004 in instructions below
To import the previous years data:
Click FILE > Import TFH 2004 DB
Click "Find TFH 04 Records"
An "Open Dialog" window will open
Your six data files should be listed on the in the right window. If they are not then you will need to select the directory they are located in.
Click "OK"
The default path for these files are C:\Program Files\Tax Forms Helper 200(X)\Database\Data
( (X) being the year of Tax Forms Helper ® you are wanting to import from)Click "OK"
Click "Import TFH 04 Records"
When the status bar reaches 100% the window will close automatically.If the tables are loaded more than once there will be duplicate records in the Tax Forms Helper® 2005 program.
To remove duplicate records:
Delete them one at a time by making each record the active record on the screen and pressing the [PICTURE _bm8.bmp] (Delete) button on the keyboard. Deleting Employer/Payers will delete all W-2s and 1099s saved for that particular Employer/Payer.Or
Only use the directions below if you want to delete everything that is currently in the Tax Forms Helper® 2005
Double click on My Computer
Double click the C:/ drive
Double click ‘Program Files’ directory
Double click ‘Adams Business Forms’ directory
Double click ‘Tax Forms Helper 2005’ directory
Double click the ‘Database’ directory to highlight it
Click the Data directory to highlight it
Click ‘File > Delete’
Reinstall the Tax Forms Helper® 2005 and import your files again.
