For CCH Axcess Tax, please follow the steps below:

• Check the corresponding checkbox for the return in the Return Manager grid.
• You may select more than one at a time, you may also select all returns on screen using the checkbox in the top-left corner on the header bar.
• Select Utilities on the toolbar.
• Select Backup from the dropdown menu.
• Click Browse to select a location for the backup file.
• Click Next.
• If the backup location you selected has existing backup files, click Append to include this backup in the existing backup file.
• Click Backup.
• When the backup is complete, click Finish.
• The Backup Tax Return Report window displays. You can print or export the backup details if needed.
• Please forward all RTNBAK and RCTRL files for processing
• Please identify client numbers

For ProSystem fx Tax, please follow the steps below:

• Open Office Manager.
• Click Backup Client Data.
• On the Create Client List window, select Specific Client. click OK:
• On the Select Clients for Backup window, select clients for backup.
• Click Select Drive to select the drive or directory to back up your client files.
• Click OK. If a backup already exists on the selected drive or directory, you will be able to do one of the following:
• Append. If one of the client files in the selected list was included in an earlier backup, that file will be overwritten.
• Overwrite. All files will be overwritten.
• Browse to the specified backup location and there will be a ZIP file for each client that was backed up and one CLNTBKUP.001 that is an index file for the backup.
• Please forward all ZIP and CLNTBKUP.001 files for processing
• Please identify client numbers