To merge data copied out of another instance of HandiTax:
From the Tools menu, select Merge files from disk.
Select Browse and find the folder or directory where the files to be merged into this computer are located then click OK.
If the file is zipped select Use Zipped file
Click OK
Select Overwrite or Prompt before overwriting and Yes to tag merged clients
Click OK
Note: When HandiTax attempts to read in client records from disk it looks at both the client reference code and the tax file number of each client on the disk, and compares it to what is already there.
If either the reference code or TFN exists within HandiTax, this client is judged to be an existing client and the If Client Already Exists option in the Merge Client Data window will determine how the client is merged in.