Myobaetax2014 0 au installation guide sql

Accountants Enterprise

Upgrade GuideSQL Users

TaxVersion 2014.0

Copyright 2014 MYOB Technology Pty Ltd. All rights reserved.

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MYOB Accountants Enterprise Tax Version 2014.0 Upgrade Guide for SQL UsersPrinted: 10 June 2014

MYOB AE Tax |SQL Version 2014.0 Upgrade Guide | 3

Contents

Overview

Before installation

System account login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Location of ledger in previous non‐SQL Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Preparing your 2013 ledger prior to installing AE Tax 2014.0 . . . . . . . . . . . . . . . . . . . . . 6

Exclude returns from rollover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Preview a report on returns excluded from rollover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

AE Tax Ledger Code and Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Back up your data files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Close all MYOB and other applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Installation

Tax Version 2014.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

After installation

Ledger setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Year End Routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

How to complete the year end routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Retain schedule data (RSD) routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Check the RSD options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Software Version Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Backing up your system

Practice Manager Back up and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Task Permissions for Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Back up options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Restoring data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Management Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

MYOB AE Tax | SQL Version 2014.0 Upgrade Guide | 4

Overview

These notes detail the software and documentation that has been provided with this release of the MYOB Tax Preparation System (Tax) 2014.0 software.

Tax 2014.0 is a complete installation and does not require any previous version of Tax to be installed.

This release installs the following software:

AE Tax 2014.0

AE Tax 2013.2

AE Tax Calculator 2014.0

AE Tax Calculator 2013.2

Tax Homepages 2.50.5.114

Note: In order to have the latest updates for your 2012 Tax ledger, you should upgrade to Tax 2013.1 prior to running this installation for 2014.0.

Documentation supporting this release includes:

This document, MYOBAETax2014_0_AU_Installation_Guide_SQL.pdf — providing instructions for SQL installations only.

For a summary of changes in this release refer to the MYOB website for the Online Release Notes.

You must have these product versions installed prior to installing Tax 2014.0.

Note: For details of the operating systems MYOB supports refer to the PDF Download System Requirements on the System Requirements page on my.myob.

Product Minimum Release

AE Tax No minimum release

SR DAL 2.2 (pre‐requisite for SR 8.1)

System Release 8.1

http://myob.com.au/products/accounting-practices/accountants-enterprise-ae/tax-1258090694349?productArea=SystemRequirements

http://adhelp.myob.com/AU/AE/Online_Release_Notes/index.htm


Before installation

Before you install Tax, you need to carry out some checks and preparation with the software and as this is the beginning of a new income year you must prepare your current tax returns for the new tax year ledger.

System account login

SQL users must provide the Server name, the Database name and the System Account (SA) so installation can connect to these locations.

System Account login may also be called System Administrator login.

Location of ledger in previous non‐SQL Tax

The Non‐SQL Tax ledger displays the location where your Tax ledgers were kept prior to converting to SQL. It should not be blank. To complete this field:

1. Open the 2013 Tax ledger and select Utilities > Control Record.

2. Select the Defaults tab.

Before installation


3. If the Non‐SQL Tax Ledger field is blank click the ellipsis. The Select folder window opens.

Highlight the folder containing non‐SQL ledgers.

4. Click Select to open the Select item window.

Highlight the year directly before your earliest SQL Tax ledger. (Note: This is most commonly 2004.)

5. Click Select to reopen Control Record Properties showing this folder location.

6. Click OK.

Preparing your 2013 ledger prior to installing AE Tax 2014.0

It is important that, before you install the AE Tax 2014.0 you prepare your current ledger so that the best possible result is achieved during the year‐end and rollover of your client’s information from 2013 to 2014.

Exclude returns from rollover

The returns that are not to be rolled forward to 2014, such as returns for clients for whom you no longer act, need to be flagged in AE Tax 2013 accordingly. These returns will remain intact in the 2013, and any other prior year ledgers.

Before installation


This step is important for accurate statistical reporting done by the Practice, such as the Lodgment Monitoring program and 85% On‐time lodgement requirement.

It is important to note that you do not have to Exclude from Rollover returns:

that have not been completed and lodged in 2013, or

that were marked Final on the front cover of the return.

The Exclude from Rollover checkbox is found on Return Properties > PAYG/Lodge

under the Current Year section.

Setting the Exclude from Rollover checkbox on this tab excludes this return from rollover.

To exclude a batch of returns from rollover use the Bulk Return edit routine. The Bulk Return edit procedure is as follows:

1. Select Maintenance > Bulk Return edit.

2. At the Return area to change field:

a. Click the ellipsis button.

b. Highlight Exclude from rollover flag entry.

Before installation


c. Click Select.

3. Select Batch.

4. Deselect Edit individually.

5. Select Override all so as to apply the change to each return selected.

6. Click OK to close the warning message dialog.

7. Click OK at the Bulk Edit return main window.

8. The Select Returns for Update index listing all returns on the system opens.

Highlight and Select each return to be included in the Batch.

Note: If you sort the list of returns by Return Code, type the code and press [Enter] to move to that return. Alternatively, if you sort the list by TFN, key the TFN, with or without spaces, and press [Enter]. Then click Select.

Before installation


Each return that has a green tick is included in the batch.

9. Click OK.

The Edit Rollover flag window opens.

10. Tick the Exclude from Rollover checkbox and click OK.

The program will tick the checkbox in the Return Properties > Lodgment tab of each of the returns in the batch.

Processing prior year returns

After rolling the 2013 ledger into 2014, any new client and return added to 2013 will not be in the 2014 ledger. You must also create the client return in 2014. Then when you open the 2014 return, the RSD (rollover) opens and the details from the 2013 year will be rolled into 2014. Likewise if you create a new return for say 2012, you will also have to create it in the 2013 ledger then open it to roll it into 2013 then repeat the process for to roll into the 2014 ledger.

Preview a report on returns excluded from rollover

1. Click Reports > Flexi Report to open the Flexi Report Layouts index.

2. If you have previously created your own Flexi Report layout for this report, select it. If not, select the AE Tax default report Flexi from the index.

Note: Do not click OK until you have made all selections for any of Sorting; Layout; Range; Selection; and Filters as required.

Before installation


3. Click Properties. The Flexi Report window opens.

4. Click the Sorting tab.

At the Index field select the Sort Sequence:

Primary, to list all returns in a continuous report, or

Secondary ‐ to sort the report by Partner, Manager, Employee or Agent as recorded on the Return Properties > Staff tab of each return.

5. Click the Selection tab.

6. Select Yes at the Exclude from rollover? field.

7. Click OK.

8. Click Preview.

The sequence Record Selection window opens.

9. Select the Sort Sequence for the report.

Before installation


The Primary sequence is by Return code; the Secondary sequence is by a Staff Code; and the Tertiary sequence offers other miscellaneous sort sequences for the layout of the report.

10. Accept the Range default of First to Last by clicking OK.

AE Tax Ledger Code and Location

Before installing, check the ledger code and location for your AE Tax ledger. For example, your ledger code is in the client column of the Ledger list, as circled here.

Back up your data files

As part of preparing your data for installation and rollover, you will need to back up your data files.

For full instructions on backing up your databases refer to Backing up your system on page 27.

Close all MYOB and other applications

To provide a clean environment for your installation:

1. Ensure all users are logged out of all MYOB applications.

Note: Do not shut down SR DAL. The installation needs SRDAL running.

2. On the machine on which you are performing the installation you must:

close all other applications, and Windows programs

reboot,

disable screen savers, and

turn off virus checking and anti‐malware software.


Installation

Tax Version 2014.0

A SQL implementation of Tax requires that the installation can connect to the Tax SQL database. Therefore it is essential that the person running the install knows:

The name of the Server where the Tax Database is stored,

The Tax Database Name,

SQL System Account (SA Login) and password will be required if your login credentials do not use Windows Authentication for SQL.

If your practice has Practice Manager you must have write access to the deploy folder.

1. If you are installing from:

a. a download file, locate and double‐click MYOBAETax2014_0_AU_FullInstaller.exe. The files required to install this update are extracted. Click OK to start the installation menu.

b. a DVD, insert it into the drive. The Accountants Enterprise installation menu opens. Note: If this menu does not open, open the DVD drive in Windows Explorer (usually the D:\ drive) and double‐click readme.exe to open the installation menu.

2. On the Installation menu:

a. On the Welcome page select that you are an SQL user.

b. On the Before you install page read the guide and click Next.

c. On the Installation page click the AE Tax 2014.0 link to start the installation.

Installation


Read the Software Licence Agreement carefully and select I have read and accept the licence agreement checkbox to proceed.

3. Click Next to open the System Release Directory window.

The destination folder defaults to the System Release path in your registry. If you are not installing to the directory shown, click the Browse button and select the drive and folder from the Browse dialog. The MYOB default is \SOL63.

4. Click Next to open the SQL enabled? window.

Answer Yes to this question if your practice:

already runs Tax using an SQL database, or

has installed SR DAL Version 2.2 and System Release 8.1 and intends to convert its 2014 Tax Ledger to SQL immediately after Tax 2014.0 is installed.

Installation


Note: SR DAL 2.2 and System Release 8.1 are necessary prerequisites.If either are not installed you will not be able to install Tax 2014.0. Click OK and then you need to exit this installation. The prerequisites are supplied with the Tax download.

5. Click Next to open the SQL Server window.

The Tax install for SQL requires direct access to the Tax database to run successfully. Therefore the install will need to be provided with the Server name, Database name and the System Account login details. The following dialogs collect this information and use it to attempt to connect to the database.

Enter the server name where the Tax database is stored or select the server name from a list by selecting the Browse button.

Installation


6. Click Next to open the System Account Login window.

Note: The System Account Login window will be skipped if your login passes Windows Authentication on the SQL Server. Go to Step 7.

If you select SQL Server Authentication you must enter the Login ID and Password for the SQL server.

7. Click Next to check the login details and select the AE Tax Database.

a. If the Server Login Failed message displays select OK and re‐enter the login details.

Installation


b. Otherwise select the name of the database where the AE Tax data is stored.

8. Click Next to verify the Tax Ledger code window.

The Tax Ledger Code defaults from the value stored in the SQL database.

9. Click Next. The Tax Ledger Code is verified.

Note: If the Error: Tax Ledger Code Incorrect windows opens, click Back to re‐enter the code correctly or click Cancel and refer to AE Tax Ledger Code and Location on page 11.

Installation


Select the Backup Recommendation Acknowledged option if you have already backed up your AE Tax database.

If necessary, click Cancel and refer to Backing up your system on page 27.

10. Click Next.

On the Ready to Install window ensure the locations to which you are about to install are correct.

The first installation for each new tax year creates and configures a new ledger.

11. Click Install Now to run the installation. If prompted enter the SUPERVIS Login password to allow System Release to be opened.

Wait until the Installation Complete window opens.

12. Click Finish.

Note: Remember you disabled your Virus Checker before running this installation. You should enable it again before continuing.


After installation

These functions need to be performed:

1. Calculator ledger (Calc2014) setup.

Note: If you open your Tax ledger (Tax2014) before opening Calc2014, the message ‘Cannot get System Services information on current ledger’ appears.

2. Year end routine.

3. The Retain Schedule Data (RSD) routine.

Ledger setup

After installing AE Tax the Control Record and Report Defaults need to be brought forward for the new tax year. You must do this for Tax Calculator and then Tax Preparation.

To bring the necessary files forward into the new year for Tax Calculator:

1. Open the 2014 Tax Calculator ledger (Calc2014).

2. Press [Enter] to accept the default options at each of the screens displayed.

3. After accepting the Report Defaults click OK.

4. File transport commences. It is tracked by a series of dialogs like:

5. Allow this to run to completion. The list of calculations is displayed.

To bring the necessary files forward into the new year for Tax Preparation:

1. Open the 2014 Tax ledger (Tax2014).

2.

3. Allow this to run to completion. The list of returns is displayed.

After installation


Year End Routine

The Year End Routine balances forward the lodgment details of all returns except those excluded from rollover. You are prompted to run this routine when you first enter the new tax year's version of AE Tax.

Returns excluded from rollover remain in the previous year's AE Tax ledger.

The Year End Routine:

Carries the Front cover details to the subsequent year's front cover.

Sets Overseas pension and salary income dates to the next financial year.

Brings locked returns into the new AE Tax ledger and keeps them locked.

Resets lodgment levels and due dates according to the options you select.

Updates Primary Production Averaging Income years dropping off the earliest and adding the immediate prior year.

Updates Special Professional Eligible Income for Averaging years dropping off the earliest and adding the immediate prior year.

Provides a checkbox to Clear Invoice amounts.

How to complete the year end routine

1. Open the new version of AE Tax.

2. The Year End Routine window displays where you can select options to reset lodgment levels and due dates appropriate to your practice.

3. Reset Tax Levels to Blank: By selecting this option, the ATO lodgment level of every return transferred from the previous ledger will be reset to blank.

If the Reset Tax Levels to Blank option is not selected, the ATO lodgment levels for the return:

After installation


will be based on the previous year's assessment details, or

if no assessment details were keyed in, will be based on the previous estimate details, or

if no estimate was produced, will be based on the previous lodgment level.

4. Clear Company and Superfund Classifications: This option clears the Company or Fund classification field on rollover. The Company and Superfund classification field is found in the PAYG/Lodge tab (from the Return index, select Properties > PAYG/Lodge).

5. Clear invoice amounts: If you want last year's invoice amounts to roll forward, you must remove the tick from this box. If this option is not ticked, when you press OK you must confirm that the invoice details should roll forward.

6. Return Date Due: The Return Date Due option will be effective for all returns brought forward. Depending on your practice requirements, choose one of these four options:

No Change Required: The return retains its previous due date.

Reset to Blank: The new due date is set to blank.

Reset using ATO Tax Level: The due date is determined by the new tax year's lodgment level of the return, as determined by the Tax Office. This is the most commonly used Return Date Due option.

Increase By One Year: The due date is advanced by one year. For example, if a date due field was 15/05/2014 it will become 15/05/2015.

7. Click OK.

8. If the Clear invoice amounts is not ticked you are prompted to confirm that the invoice details should roll forward:

If you answer Yes, the invoice amounts will roll into the amount fields in the Return properties > Invoice tab and the dates are set to blank.

If you answer No, the Year End screen opens again where you may tick the checkbox to stop all invoice details from rolling forward.

9. Once the Year End routine is completed, AE Tax opens.

10. If you want to process 2014 returns immediately, the next step is to perform the Retain Schedule Data (RSD) routine to transfer text contained in the 2013 worksheets and schedules into corresponding worksheets and schedules for the 2014 tax year.

After installation


Note: You do not have to RSD the entire ledger at this time but can elect to process a batch or range of returns. Returns not included in the batch or range for RSD can be processed singly as you commence work on each one.

If you adopt the return‐by‐return method then related returns must have all been through the RSD process, in order to share income or distribute income or retrieve a spouse’s details.

Retain schedule data (RSD) routine

The RSD routine rolls return and worksheet information from the previous tax year to the new tax year. It cannot be run until the Year End routine has been completed.

Note: It is important to choose the correct parameters and options in the RSD dialogs as the RSD procedure acts on the entire Tax Ledger for your Practice.

Check the RSD options

AE Tax defaults the options that should be chosen so that your 2014 tax ledger contains as much historical information as possible and MYOB strongly recommends that you accept those defaults.

If you have set your own defaults in a previous year, those defaults will be used to rollover to 2014. Therefore if you were not satisfied with the results of the rollover last year then it is strongly advised that you review the defaults and read the information below on the function that each option performs.

These options behave in the same manner irrespective of whether you roll the whole ledger or just a batch of returns or roll each return as you commence work on it.

How to run the RSD routine:

The screen shots that follow show the default options for RSD. You may change the RSD defaults but you should read the explanations to understand what will result if the options are changed.

1. Select Utilities > Practice default options > Retain schedule data.

After installation


The General tab opens providing options appropriate to all form types.

2. Update forms and Schedules as batch checkbox:

If you uncheck Update forms and Schedules as batch, then only the return that has focus will be processed.

Leaving this option checked does not have any effect on those Practices that only roll forward returns when they first operate on them.

3. Exclude returns not lodged in 2013 checkbox:

This option applies only to Batch RSD and its importance cannot be understated.

If you deselect Exclude returns not lodged in 2013, every 2013 return will be rolled over into the 2014 ledger. This includes unlodged returns which may be incomplete, or for which 2013 work has not commenced.

Subsequently, work performed on returns in the 2013 ledger will not be present in the 2014 copy of the return. In order to have the final version of the 2013 return, together with the 2013 tax paid/refund amounts and PAYG Instalments paid information, you will have to perform the Force RSD routine for each such return when you open it to commence work for 2014.

Note: MYOB strongly suggests that you do not change this option.

4. Exclude generic schedules with no dollar amounts checkbox:

This option is the default and to ensure the integrity of values in the main form that are lodged with the ATO, MYOB strongly advises that you allow the RSD program to exclude blank generic schedules from the rollover routine.

Rolling blank Generic Schedules from year to year is dangerous!:

Information that you think is at the return label can be overwritten if you integrate from a schedule or worksheet that has a zero balance.

After installation


If you roll blank schedules from one year to the next without reviewing them in the new year, values imported from a general ledger directly into the labels on the face of the return could be wiped out if integration from a blank schedule occurs.

This option excludes from rollover blank generic schedules because they have the potential, if opened after a return label has been completed and/or lodged, of overwriting the value at the label in the return.

Note: If you deselect Exclude Generic schedules with no dollar amounts, every generic schedule will be rolled over into the new 2014 ledger. MYOB strongly suggests that you do not deselect this option.

5. Retain 2013 notes checkbox:

Whilst this option is set as a default, it may be changed in the situation where you have a lot of unnecessary notes being rolled from year‐to‐year and find that there is never time to do Note Maintenance to remove the Notes that no longer apply to your client.

If you subsequently find you need a Note that prepared in a previous year, you can open that year and cut and paste the Note into the current return.

6. Force RSD every return checkbox:

This option should only ever be ticked where a return has previously been through the RSD process and you have changed the prior year return because of an amendment to it, or you have been instructed to perform the routine again because of a change to AE Tax. You should never attempt to Force RSD on a lodged return.

When you select this option every return that is included in the batch will be overwritten with the 2013 return details and if you have already commenced work on any of the returns in the batch, that work will be lost.

An example of when you would use this feature other than for a single return is where you are in a position of having to perform the RSD routine again for the entire ledger or for a range or batch of returns.

After installation


7. Click the Form I tab. This tab provides checkboxes for:

a. Retain alpha details checkbox

Selecting this option rolls over all text entered in returns or schedules and worksheets, for example: Payment summary details. Financial institution details entered for Interest and Dividends, all Rental property details and any other text entered.

b. Retain numeric values checkbox

It is not recommended to select this option as it will roll the same amounts that were entered in the 2013 return into the newly rolled over 2014 return. This could lead to errors if an amount from the previous year that was not applicable in the current year was overlooked when reviewing the return.

c. Update Depreciation and Capital Works deductions checkbox

Unless you want to enter all your depreciating asset details each year, leave this option ticked. During the Year End and RSD routines, AE Tax moves Closing adjustable values to Opening adjustable values and automatically calculates depreciation for the current year.

d. Carry forward capital losses checkbox

This option should be left ticked in order that Capital Losses are carried forward to the new tax year in their respective categories.

8. Schedule W defaults (Form I only) checkbox

You should give particular consideration to the Schedule W (Tax Office Work Related Deductions schedule) options.

The default is to ‘remove the Schedule W and retain the AE Tax worksheets and grids’. You should accept this default unless you have been advised by the ATO

After installation


that you must lodge this schedule for all clients with work related deductions exceeding $300.

9. Click Agent Maintenance. The Agents window opens listing additional ELS lodging agents in the Practice.

a. Highlight the Agent from those listed.

b. Click Properties.

c. Open the Defaults tab.

d. Click Schedule W options and select the option according to ATO instructions to that agent.

Where the practice has more than one Tax Agent and that Tax Agent's details have been attached to certain returns in the Return Properties > Staff tab, the RSD program will search for any special requirements for individual Agents.

10. Click the Forms C and F tab. Complete the options on this tab for:

Retain alpha details

Retain numeric details

Update Depreciation and Capital Works deductions

Carry forward Capital losses

11. Click the Forms P and T tab. Complete the options on this tab for:

Retain alpha details

Retain numeric details

Update Depreciation and Capital Works deductions

Carry forward Capital losses

12. Click the General tab.

13. Click Execute to open the Record selection window.

Press [Enter] twice to accept the default range of ‘first’ to ‘last’ return, or

Type the codes for the first and last returns in the range to be processed, or

Select By item and create a batch of returns to be processed.

14. Click OK.

After installation


Note: Clear All Selections: Selecting this option will clear every tab on the RSD dialog and will void the entire RSD process. Therefore you would only do it if you wanted a clear screen to make new selections. This can also be easily be done by unticking a checkbox you do not want and ticking those you do.

Software Version Details

After installation the Tax About boxes should read as shown in the following table.

Product Version

Tax Calculator 2014.0

Tax 2014.0

Tax Calculator 2013.2

Tax 2013.2

Tax Homepages 2.50.5.114



Your backup copies may be taken using these methods:

the Practice Manager Back up and Restore function.

the Microsoft SQL Server using Management Studio.

Practice Manager Back up and Restore

In Practice Manager 5.2 and later, comprehensive back up and restore procedures are available. These functions are performed on the server. They do not replace a system backup or restoration from such a back up.

Task Permissions for Backup

The task permissions to use the Back up must be set to Yes for users requiring access.

Back up options

There are three options under Maintenance > Backup:

Backup Now — This option creates a backup of the data and critical configuration files.

Schedule Backups — You can schedule backups at convenient times, for example, overnight or early morning.

Note: You should retain any other scheduled back up tasks.

View Backup History — Information recorded during each back up can be viewed. The information includes: date and time; pass or fail; and, location. Information in red is critical.

Warning messages

To receive a warning if the last two backups have failed you must belong to the security group with the #Backup#ReceiveFailureNotification task permission.

If you are in this group you receive the relevant warning when you log in.

ProductGroup Description

Task PermissionDefault setting

Central Maintenance [Maintenance][Backup] No

Central Maintenance #Backup#ReceiveFailureNotification No



Restoring data

Data is restored from the Windows Start menu. Everyone must be logged out of MYOB applications for the restore to run.

This process verifies that the back up is valid before restoring the data to your system.

Management Studio

To back up your data using Microsoft SQL Server:

1. Click Start > Programs > Microsoft SQL Server > SQL Server Management Studio. to open the Connect to Server window.

2. Enter your login details and click Connect. The Microsoft SQL Server Management Studio window opens.

3. Expand Databases to locate and right‐click on your Tax database.

4. Click Tasks > Back Up to open the Back Up Database window.

5. Click Remove to remove any files shown in the Destination field.

6. Click Add to open the Select Backup Destination window.

7. Select a location and type a name for the database in the File name field.

8. Click OK.

9. Select Options.

10. Select Overwrite all existing backup sets.

11. Click OK.

The Backup of database ‘xxx’ completed successfully window appears.

12. Click OK.

Documents

Myobaetax2014 0 au installation guide sql