Importing Data from DeductionPro 2006

If you used DeductionPro 2006 last year and you entered 2007 deductions into it, you can import that data into DeductionPro 2007. DeductionPro will import your account information, charities, and all the 2007 deductions that you entered. However, last year’s entries will not be imported.

Note: The valuation of items can change from one year to the next for a number of reasons. As a result, an item’s value and the estimated tax savings amount may change after you import your entries. To learn more, see Why are there such large differences in the values of items from one year to the next?

To import data from DeductionPro 2006:

  1. From the File menu, click New Account.

  2. On the Welcome screen, select Import from DeductionPro 2006, and then click Next.

  3. In the Open dialog box, select the file that you want to import, and then click Open.

  4. When the Your Imported Data screen appears, click Next.

    Tip: Make sure that you review all the data you imported to ensure that it is correct.

  5. On the Account Setup screen, review your account data, and then click Save File & Begin.

  6. In the Save dialog box, select the location that you want to save the file to, and then click Save again.

    (Windows users) If you don’t specify a location, DeductionPro will save the file to the following location:

    My Documents\DeductionPro

    (Mac users) The default file location is the Documents folder.

Tip:

By default, DeductionPro uses the name you entered in the Name text boxes and the file extension .d07 to create the filename. For example, if you enter the name "John Smith," the name of the file will be:  John  Smith.d07