How to transfer prior years H&R Block Business Tax return to a new laptop.

After talking to multiple H&R Block tech support staff who did not know how to transfer a prior year 2022 Business tax return to a new laptop with 2023 HRBlock Business Tax software. Below are the steps which successfully enabled rolling over a 2022 Business tax return to 2023 return.

1. In the old 2022 tax return laptop install the new 2023 version of the HRBlock Premium & Business software and when it asks if you want to copy data from 2022 tax return select YES. Dont select Create New Tax return.
2. This will show the 2022 Tax Return in the list and we can select and roll over the 2022 Tax return into 2023 Tax Return.
3. Next go to File->Backup return-> use some name for example Company2022taxreturn.atx23Export file which we can save in a folder like C:\Users\g\Documents\taxes\2023 .
4. Transfer this backup file Company2022taxreturn.atx23Export to the new laptop.
5. After installing the 2023 HRBlock Premium & Business software in the new laptop select File->Restore Return and select this file to restore into a 2023 return.
6. This now has all the 2022 Business tax return data in the 2023 HRBlock Business software. So you can continue updating the 2023 return in the new laptop.

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