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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 ............................................................................................................................................................................................ Copy Business Clients  I  Move Business Clients ............................................................................................................................................................................................ Copy Your Business Clients Into Personal Tax Section in Client Track Step 1 In menu, go to File > Import Clients' Information > Transfer... Step 2 1) Select Copy contacts entered in the Business Clients section.... 2) Click Next. Step 3 1) Check off which clients to copy to personal tax. 2) Select year to import personal tax clients from drop-down list. 3) Click Copy Selected Contacts to Personal Clients Section. 4) Click Ok after confirmation. 5) Click Finish. Step 4 1) Click Personal Clients on left sidebar. 2) Verify that the client has been moved in the client name bar as shown above. Move Your Business Clients Into Personal Tax Section in Client Track Step 1 In menu, go to File > Import Clients' Information > Transfer... Step 2 1) Select Move Personal Tax Clients from the Business Clients section.... 2) Click Next. Step 3 1) Check off which clients to copy to personal tax. 2) Select year to import personal tax clients from drop-down list. 3) Click Move Selected Contacts to Personal Clients Section. 4) Click Yes in pop-up warning window. 5) Click Yes to confirm moving business client to personal tax. 6) Click Ok after confirmation. Step 4 1) Click Personal Clients on left sidebar. 2) Verify that the client has been moved in the client name bar as shown above.

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