How to Split the CT Platform Database

  1. To access this feature, click the Split Database icon (seventh button from the right on the toolbar).

  1. Select the companies you wish to export by highlighting them on the grid and then transfer to the List of companies to export by clicking the right pointing arrow. Any companies transferred in error may be removed from the list by highlighting them on the List of companies to export and clicking the left pointing arrow.
  2. When you have selected all the companies you wish to move click Export. SPLITCT1.MDB, the new database file, will be automatically created in the PTP directory/folder containing the program files.


If the database SPLITCT1.MDB already exists the following warning displays:

If the SPLITCT1.MDB database does not already exist (or on clicking Yes) the SPLITCT1.MDB database is created.

A status bar indicating the progress of the database creation displays at the bottom of the Split Tax Database screen along with the exact path where the file is been copied to C:\PTP\CTPlatform:

  1. The SPLITCT1.MDB database file may then be copied on to another drive (internal or external), a separate folder on your hard drive other removable media and transferred to another computer,a laptop for example.

  2. If emailing theSPLITCT1.mdb the file will need to be zipped, by right-clicking the SPLITCT1.mdb, clicking Send to and selecting compressed zip file. The zipped file splitct1.zip will display which can be attached to an email.

In order to preserve integrity of your company data, any company exported to SPLITCT1.MDB is automatically locked and cannot be opened (please refer to unlock facility) until that company is imported back into the original database when the company record is automatically unlocked.

Where data has changed after being exported, the program will not allow re-importation to the same company reference used previously.

Either change the original reference being exported (add an alphabetical prefix or suffix) or re-import to a new reference.

If you attempt to view a tax return (also print, or add a new tax return) for a company which you have previously exported, the following screen indicates that the selected company has been locked and moved to the split database:

  1. To import a SPLITCT1.MDB database into the program select the Import Companies tab on the Split Tax Database screen bringing up the Select the Split Database File screen.
  2. From the File name drop-down lists, identify the split database you require and click Open.

  1. The following screen displays. (Alternatively you may click on the SPLITCT1.MDB file):

The Import Companies screen is used in a similar fashion to the Export Companies facility previously described.

  1. To continue click Import, this operates in the same way as the database creation procedure in Export Companies.

As indicated below it is necessary to enter a new code when a company is imported into Tax Platform. You may decide to keep the old code assigning a prefix or suffix to it.

  1. On clicking Close this screen indicates completion of the process.

 

 

Unlock Locked Companies

As previously mentioned, the returns for companies that have been exported to the SPLITCT1.MDB database are automatically locked.

You may however wish to access a locked company record, for example, in an emergency or where a copy of the record was made purely for reference purposes and no changes have been made to the original record.

  1. Selecting the Locked Companies tab brings up this screen providing a visual check of the companies whose data has been exported. Companies to be unlocked are selected in a similar fashion to the Export Companies facility previously described:


The following screen requests verification before proceeding.

  1. To unlock, click Yes.

  1. Once the company is unlocked you will then be able to delete that particular company, if you wish, by highlighting the company in the list and selecting the Main details tab, then Delete and Yes.