Updated: 2025-09-18
If you buy a new computer, you can easily move your existing TaxCycle and DoxCycle settings and options to the new machine using an Options Profile.
If you get a new computer, you can quickly export the options and then import them there. Or, if you run a desktop computer and laptop computer, configure on one, export and then import on the other.
In 2020 and 2021, we enhanced Options Profiles and local options folder to accept template files and other settings that were previously only stored on the hard drive. Before you export your local options or Options Profile, please follow the steps in the Move Settings and Templates into Options Profile help topic to make sure you have all your settings stored in the new profile or the new local options format.
Options Profiles are zip files. To import an Options Profile zip:
If you usually store you tax return files on the same computer where you use TaxCycle and DoxCycle, you will also want to move them over to the new computer. Then, check that:
Important! Links between DoxCycle and TaxCycle files will break if you do not put the files in the same folder structure as on the original computer. If you choose to change the folder structure, you will need to update the links when you open a file. To learn how to manage these links, read the Link DoxCycle and TaxCycle Files help topic.
If you are exporting/importing your Local options, you will still need to set up the Client Manager on the new computer. To learn how, read the First-Time Client Manager help topic.
If you are exporting/importing an existing Options Profile, the Client Manager configuration will be carried over to the new computer and the connection will continue to work there.