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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. ............................................................................................................................................................................................ DrTax T1  I  DrTax T2 ............................................................................................................................................................................................ Exporting Your Clients From DrTaxT1 into Client Track Step 1 1) Open up DrTax T1 file to begin exporting clients. 2) To select certain clients to export, click on a client and press Spacebar on your keyboard. A light yellow bar will appear to let you know that the clients has/have been 'marked'. Note: To export all of your clients, proceed to Step 2. Step 2 In menu, go to File > Print > Client List Step 3 1) If certain clients were selected from Step 1, Marked Clients will be automatically selected     as shown above. If not, select Current Client. 2) Under Destination, select Export to file - comma delimited. 3) Click Select data to export. 4) Click Browse and find location on your computer to save export file. Step 4 1) Check off only and all of data fields shown above to export. 2) Click Ok. Step 5 Click Close after successful export. Step 6 1) Open up Client Track on your computer. 2) In menu, go to File > Import Data > Import Personal Tax Clients from T1 Tax     Programs > Import from DrTax T1 Step 7 1) Keep clicking Next in export wizard until Step 5. 2) Click Open DrTax Export File and browse to the DrTax T1 text file that was exported     from Step 5 above. 3) To avoid duplicate fields, check off Check For Duplicate Personal Tax Client Entries      and select type of duplicate search. 4) Click Finish. Exporting Your Clients From DrTaxT2 into Client Track Step 1 1) Open up DrTax T2 file to begin exporting clients. 2) To select certain clients to export, click on a client and press Spacebar on your keyboard.     A light yellow bar will appear to let you know that the clients has/have been 'marked'. Note: To export all of your clients, proceed to Step 2. Step 2 In menu, go to File > Print > Client List Step 3 1) If certain clients were selected from Step 1, Marked Clients will be     automatically selected shown above. If not, select Current Client. 2) Under Destination, select Export to file - comma delimited. 3) Click Select data to export. 4) Click Browse and find location on your computer to save export file. Step 4 1. Check off only and all of data fields shown above to export. 2. Click Ok. Step 5 Click Close after successful export. Step 6 1) Open up Client Track on your computer. 2) In menu, go to File > Import Data > Import Business Clients from T2 Tax Programs >     Import from DrTax T2 Step 7 1) Keep clicking Next in export wizard until Step 5. 2) Click Open DrTax Export File and browse to the DrTax T2 text file that was exported     from Step 5 above. 3) To avoid duplicate fields, check off Check For Duplicate Business Client Entries     and select type of duplicate search. 4) Click Finish.

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