How to Create, Configure and/or Convert an Eforms Database
The information here is also avaliable as a video guide
After installing eForms you'll see “NO OPEN DATABASE” on the toolbar and at the center of the "Start Page", indicating that you will need to create a current year database, open a current year database or convert a previous year database in order to use eForms to process your data.
Here's how to do that:
Create a Current Year eForms Database
- Use the FILE > NEW DATABASE menu to open the "Create Database" window
- Type the name you want to give your database in the "File Name" field of the window
- Click the "Save" button at the lower right to create and open the new database
Open a Current Year eForms Database
- Use the FILE > NEW DATABASE menu to open the "Create Database" window
- Browse to the location where this year's eForms database is stored
- Select the database to open
- Click the "Open" button at the lower right to open the database
Convert a Previous Year's eForms Database
- Use the FILE > CONVERT A DATABASE menu to open the "Convert Database" window
- Browse to the location where last year’s eForms database is stored; if you don’t know this location (after all, you only do this once a year), you can:
- Use the FILE > NEW DATABASE menu to open the "Create Database" window where you can specify the location(s) to search and the type of database to locate; or
- Use the HELP > DIAGNOSTICS AND FILE LOCATIONS menu in last year’s eForms to open the "Help & Diagnostics" window where last year’s database will appear on Line 1
- Select the database to convert
- Select the folder where the new converted database will be saved
- Select the appropriate "Conversion Options" to remove or retain existing data as required
- Click the "Convert" button at the lower right to convert the database
And you're finished!
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Here at AvanTax eForms, we are dedicated to a standard of exemplary customer service. Being in the buisness for over 30 years has taught us that customers want informative, effective and friendly service that caters to their immediate needs.
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If that sounds like something you might need, give us a call:
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Email: Support@AvanTax.ca
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