Backup

You should make a backup on a regular basis, so that if any serious problems occur with the data you can restore a recently backed up version and thus avoid losing too many changes. You should also make a backup before upgrading to a new version of Sage Taxation.

Before you begin

  • Make sure all of your users have logged out of Sage Taxation

To backup your Taxation database

  1. From the Start menu, choose Programs > Sage Practice > Tools > Sage Taxation > Backup and Restore. The Backup and Restore window appears.
  2. Click Backup. A confirmation window appears advising that the integrity of your databases will be checked before the backup is made. This is to make sure that any backups you make of the Taxation databases are reliable.
  3. Click Yes. The databases are checked.
  4. If the database checks are successful a confirmation window appears with the details of the backup locations. Click Yes to proceed.
  5. The Backup tool will take a complete backup of your Taxation database.
  6. You will receive a prompt when the backup is complete. This prompt will tell you the location of the backup.