ATX™ 2019

Backup vs. Export

Although both Backup and Export can be used to archive returns, each function stores different types of data and stores the files in different formats. The following differences between the features may help you decide the appropriate feature based on the task at hand:

The Backup feature:

Has an Automatic Backup option.
Saves multiple versions of the return.
Saves PRS Authorization information (Manual Backup with Setup Data included is required).
Is intended to be used as part of your office’s overall data storage/backup plan.
Stores data in an *.atx[taxyear]backup file format (such as *.atx19backup).
E-File information is included with the backup.
Should be used in conjunction with the Restore feature to get data back into ATX.

The Export feature:

Must be performed manually.
Saves only the most recent copy of a return.
Stores data in an *.atx[taxyear]Export file format (such as *.atx19Export).
Does not save PRS Authorizations information.
Requires you to synchronize E-file information with EFC after import.
Should be used in conjunction with the Import feature to get data back into ATX.