1040 - Back-up and Restore Data

This article will explain how to back up data and restore data on the CrossLink 1040 software.

Follow the instructions below to successfully back up/restore data:

How to Back up all Data:

1. On the Setup menu, click Office Setup.
2. Click the General tab.
3. Check the Enable Backup checkbox to enable backup.
4. Click Browse next to Backup Path and browse to the location where backup tax returns are to be saved.
5. On the Work in Progress screen, click Backup Returns. If Backup Returns does not appear, follow these steps:
1. On the Setup menu, click Office Setup.
2. On the General tab, select the Enable Backup check box and then click OK.
3. Close and reopen CrossLink 1040.
6. Click the Full Backup button.
7. Check all of the checkboxes and then click OK. The program backs up the tax returns to the folder you specified in step 3.

How to Restore all Data:

1. On the Utility menu, click System Utility.
2. Click the Restore Full Backup button and then click Run Utility.
3. Click the […] button, browse to the folder containing the desired backup file and then click OK.
4. In the drop-down list, select the desired backup file and then click OK.
5. Click Restore.
6. If a window appears titled Incorrect AES Key, please enter the correct Enhanced Encryption key from the original install.

🖐  Note: This will not change the current Enhanced Encryption key of the current install.

To Restore Tax Return Files:

1. On the Utility menu, click Restore Backup Returns.
2. Under Backup Path, click the […] button and browse to the folder where the tax returns have been backed up. Click OK.
   • Important: If the OK button is unavailable (grayed out) verify a folder has been selected and not a backup file itself.
3. Click Select All and then click Restore.