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• Act! • Maximizer • Simply Accounting • QuickBooks • Profile T1 & T2 • CANTAX T1 & T2 • Microsoft Excel • DrTax T1 & T2 • Microsoft Outlook • Visual Tax • Tax Prep T1 & T2 • Text/CSV file • Transfer Business Clients   to Personal Tax Section Before importing clients into Client Track, you must export your clients' information first from selected software on left side and follow the instructions below. ............................................................................................................................................................................................ CANTAX T1  I  CANTAX T2 ............................................................................................................................................................................................ Exporting Your Clients From CANTAX T1 into Client Track Step 1 Right-click and save our Cantax T1 Export Template to your desktop. Step 2 Open the file that you want to export in CANTAX T1. Step 3 In menu, go to Tools > Export Step 4 1) Under Export Template, click Browse and select the T1 template file (.tpl)     you downloaded from Step 1 above. 2) Under Export Filename, click Browse and save export file to desktop. 3) Under Output, click Select Files. Step 5 Click Select All to export all T1 files and then click Export. Note: To select certain T1 files to export, hold Ctrl key on keyboard while clicking on the files from list and then click Export. Step 6 1) Open up Client Track 6.0 on your computer. 2) In menu, go to File > Import Data > Import Personal Tax Clients from T1 Tax     Programs > Import from CANTAX T1 Step 7 1) Click Next since Steps 1 & 2 has been done in the Import Wizard. 2) In warning pop-up, click Yes to continue since template has been downloaded from Step 1. 3) Keep clicking Next in export wizard until Step 5. Step 8 1) Click Open CANTAX Export File and browse to the CANTAX T1 text file that was exported     from Step 5 above. 2) To avoid duplicate fields, check off Check For Duplicate Personal Tax Client Entries     and select type of duplicate search. 3) Click Finish. Exporting Your Clients From CANTAX T2 into Client Track Step 1 Right-click and save our Cantax T2 Export Template to your desktop. Step 2 Open a file in CANTAX T2 to export. Step 3 In menu, go to Tools > Export Step 4 1) Under Export Template, click Browse and select the T2 template file (.tpl)     you downloaded from Step 1 above. 2) Under Export Filename, click Browse and save export file to desktop. 3) Under Output, click Select Files. Step 5 Click Select All to export all T2 files and then click Export. Note: To select certain T2 files to export, hold Ctrl key on keyboard while clicking on the files from list and then click Export. Step 6 1) Open up Client Track 6.0 on your computer. 2) In menu, go to File > Import Data > Import Business Clients from T2 Tax Programs >     Import from CANTAX T2Plus Step 7 1) Click Next since Steps 1 & 2 has been done in the Import Wizard. 2) In warning pop-up, click Yes to continue since template has been downloaded  from Step 1. 3) Keep clicking Next in export wizard until Step 5. Step 8 1) Click Open CANTAX Export File and browse to the CANTAX T2 text file that was exported     from Step 5 above. 2) To avoid duplicate fields, check off Check For Duplicate Tax Client Entries and select     type of duplicate search. 3) Click Finish.

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