ez1099 software comes with new BACKUP and RESTORE function. It allows customers roll forward previous data easily to speed up tax form filing. Here is the step by step guide on how to roll forward tax form data
Option 1: for business owners and HR managers
Option 2: for CPAs or clients with multiple accounts
#Option 1: For business owners and HR managers
Step 1. Start ez1099 gintEz1099Year-1, click the top menu "Company -> Backup Company".
You can rename and save the database file to a folder or a flash disk. For example: you can rename the datbase file to "ABC Company 2025".
Step 3. Start ez1099 2025, click the top menu "Company-> Restore Backup Company".
Step 4. Switch the current current company database
Start ez1099 2025, select this new database file as your current database file by clicking the top menu "Company ->Select Company".
#Option 2: For accountants
If you are a CPA with many client accounts, it will be faster to transfer the data manually. Here are the steps on how to copy the data from ez1099 gintEz1099Year-1 folder to ez1099 2025 folder.