How to Merge or Combine Two Datasets
This guide walks you through merging a SOURCE dataset into a TARGET dataset in GA‑TaxPro.
Follow these steps carefully to ensure your data transfers correctly.
Overview of Steps
Export data from your SOURCE installation.
On the TARGET installation, use Utilities > Merge Datasets to:
Select the exported SOURCE data.
Identify and rename any duplicate IDs.
Complete the merge process.
Double-check your merged data which should now contain both sets of data.
Step 1. Export Your SOURCE Data
Open GA-TaxPro on your SOURCE installation.
Navigate to Utilities > Migrate or Import Data Files.
Note: In older versions of GA-TaxPro, this option may be found under Utilities > Backup Data.
Select Export Data, then follow the on-screen instructions to export your data
Save the exported file to a USB drive or a shared folder accessible from your TARGET installation.
Note: older versions of GA-TaxPro will look like the below:
Step 2. Merge Your Data into the TARGET Installation
Open GA‑TaxPro on your TARGET installation.
Go to Utilities > Merge Datasets.
When prompted, confirm that you have already exported your SOURCE data.
If not, return to Step 1 to complete the export process.
Select the drive or folder path containing the SOURCE data file
Step 3: Resolve Duplicate IDs (If Any)
If duplicate customer IDs are found between the two datasets, GA‑TaxPro will prompt you to resolve them before merging.
To resolve duplicate IDs:
Enter a new, unique Customer ID in the provided field.
Click Validate to ensure the new ID can be used.
Click Continue Merge to confirm the change.
After all duplicates are resolved, GA‑TaxPro will automatically reindex your data and display a confirmation message when the merge is complete.
Final Verification
Once the merge is finished, verify that:
All client records are visible in your TARGET installation.
All tax returns have successfully transferred.
We recommend reviewing a few sample clients to confirm that all data and attachments appear correctly.