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• Act! • Maximizer • Simply Accounting • Quickbooks • Profile T1,T2 • CANTAX T1,T2Plus • Microsoft Excel • Dr Tax T1,T2 (DT Max) • Microsoft Outlook • Visual Tax • Tax Prep T1, T2 Before importing clients into Client Track, you must export your clients first. Choose type of software from the left sidebar menu and follow the step-by-step tutorial on how to export your clients and be ready to import into Client Track. ............................................................................................................................................................................................ Dr Tax T1 I Dr Tax T2 ............................................................................................................................................................................................ Exporting your Clients from Dr Tax T1 into CSV file. Step 1 Fig.1. Client List Open your Dr Tax T1 file to begin exporting your client(s) (Fig.1). To select certain client(s) to export, click on a client and press Spacebar on your keyboard. A light yellow bar will appear to let you know that the client(s) has/have been 'marked' (Fig.1). Note : If you want to export all of your client(s), proceed to Step 2. Step 2 Fig.2. File Menu From menu, go to File > Print > Client List (Fig.2). Step 3 Fig.3. Save Client List 1. If you selected certain client(s) from Step 1, Marked Clients will be automatically selected.     If not, select Current Client. 2. Under Destination, select Export to file - comma delimited (Fig.3). 3. Click Select data to export (Fig.3). 4. Click Browse and find location on your computer to save export file. Step 4 Fig.4. Export Data 1. Check off only and all of data fields shown above to export (Fig.4). 2. Click Ok. Step 5 Fig.5. Export Confirmation Client List has been exported. Click Close (Fig.5). Step 6 Fig.6. Import Data 1. Open up Client Track 5.0 on your computer. 2. Go to File > Import Data > Import Personal Clients > Import from Dr.Tax T1 (Fig.6). Step 7 Fig.7. Import Data Wizard 1. Click Next for each step until you reach Step 6 of the Import Data Wizard (Fig.7). 2. Click Open Dr.Tax Export File and select the CSV file you exported from above. 3. Click Next. Exporting your Clients from Dr Tax T2 into CSV file. Step 1 Fig.1. Client List Open your Dr Tax T2 file to begin exporting your company(ies) (Fig.1). To select certain company(ies) to export, click on a company and press Spacebar on your keyboard. A light yellow bar will appear to let you know that the company(ies) has/have been 'marked' (Fig.1). Note : If you want to export all of your company(ies), proceed to Step 2. Step 2 Fig.2. File Menu From menu, go to File > Print > Client List (Fig.2). Step 3 Fig.3. Save Client List 1. If you selected certain company(ies) from Step 1, Marked Clients will be automatically     selected. If not, select Current Client. 2. Under Destination, select Export to file - comma delimited (Fig.3). 3. Click Select data to export (Fig.3). 4. Click Browse and find location on your computer to save export file. Step 4 Fig.4. Export Data 1. Check off only and all of data fields shown above to export (Fig.4). 2. Click Ok. Step 5 Fig.5. Export Confirmation Client List has been exported. Click Close (Fig.5). Step 6 Fig.6. Import Data 1. Open up Client Track 5.0 on your computer. 2. Go to File > Import Data > Import Business Clients > Import from Dr.Tax T2 (Fig.6). Step 7 Fig.7. Import Data Wizard 1. Click Next for each step until you reach Step 6 of the Import Data Wizard (Fig.7). 2. Click Open Dr.Tax Export File and select the CSV file you exported from above. 3. Click Next.

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