If you prefer to choose which files to include in the backup, you may include any non-Drake Tax files using the Selective Backup feature. To do this, from the "Backup and Restore" dialog, select the Backup to local or network location, choose Create Selective Backup, and click Backup. The program opens the "Create Selective Backup" dialog.


To build a custom backup follow the steps below:

    1. Mark the Backup to a local or network location box, and if necessary click Browse to select a location. If you want to use off-site storage and you have an SecureFilePro account, you can choose that as you location.
    2. Choose the Selective Backup option and click Backup.
    3. This opens the "Create Selective Backup" dialog, defaulted to Backup Everything. To customize, change to the Customize Backup option and all options are enabled and available to you.
    4. Click the buttons on the left side of the dialog box to list the Drake Tax files on your computer. The button you click determines the check boxes that appear in the grid list on the right side of the screen.
      1. All Drake Files – Is a non-filtered grid view of all Drake Tax files available for backup. These include Tax Returns, Setup Files, and System files found in the current year of Drake Tax.
      2. Tax Returns – Filters the grid view to just client tax returns.
      3. Setup Files – Filters the grid view to just files pertaining to Drake Tax setup and preferences, such as Setup, Pricing, State Pricing, etc.
      4. System Files – Filters the grid view to just system files, such as CSM, GW, Scheduler individual information, appointments, etc. As you select files to backup they display in the Summary of Selected Files to Backup.
      5. (Optional) – To add non-Drake Tax files, click Custom Items and follow the on-screen instructions to add files using the Windows File Chooser.
    5. At the bottom of the right of the dialog, enter a custom name for the backup in the Backup Description field provided.
    6. To include Drake Documents files, mark the Include Full DDM Archive Cabinet check box.
    7. When you are done with your selections, click Backup.
    8. Click Exit to return to the main "Backup and Restore" dialog.