Guide to Moving GA-Tax Software to a New Computer, Workstation or Server

Edited

Simple method:

  1. Locate Your Folders: Ensure your program is installed in C:\S_TAXGAW and your data folder is in C:\S_TAXGAW\DATA. (you can check this in "Setup Info" in the menu bar"

  2. Copy the Program Folder: Copy the entire S_TAXGAW folder from your old computer. This includes all sub-folders.

  3. Paste on the New Computer: Paste the copied folder into the same location on the new computer (e.g., C:\S_TAXGAW). If you are using a different drive, ensure you match the drive letter and folder structure.

  4. Install Updates: Even if your copied version is up-to-date, install the update from the latest release. This step is crucial as it updates necessary processes and Windows registry entries.

  5. Verify Data Connection: Launch the GA-TaxPro program and check that your data is accessible and visible. If everything appears correctly, you have successfully completed the transfer!

  6. Install Required Fonts (for GA-TaxComplete and GA-TaxProperty): If you are preparing personal property tax, run S-TaxUtility.exe found in the S_TAXGAW folder on the new workstation. This installs GA DOR approved fonts specific to your Windows version.

Advanced method:

If your setup differs from the simple method (e.g., if your data folder is on a network server or if your data folder is separate from your program folder), follow these steps:

  • Check Existing Configuration: Before migrating, check the configuration for GA-TaxPro by selecting "Setup Info" from the menu. This will display two critical paths:

    • The path to the program folder

    • The path to the data folder

    Make a note of these paths.

  • Copy Both Folders: Copy both the Program Folder and Data Folder to your new computer or network server.

  • Edit Configuration Paths: In the new Program Folder for GA-TaxPro, locate and run EditSetup.exe. Update the Program Folder and Data Folder path to reflect its new location on your new setup.

  • Install Updates Again: Similar to the simple method, install updates from the latest release in the same location as your new Program Folder.

  • Verify Data Connection: Start the GA-Tax program to ensure that your data is connected and visible. If everything is functioning correctly, you are finished!

  • Install Required Fonts (for GA-TaxComplete and GA-TaxProperty): As with the simple method, run S-TaxUtility.exe on the local workstation to install necessary fonts for printing and previewing forms. Do not run this on a network server; it must be executed locally. If migrating between two network servers, this step can be skipped as fonts should already be installed on local workstations.