Clear down, back up and restore data
An annual clear down is recommended to keep the volume in the E-Filing directory manageable. We recommend that you run an E-Filing back up before you start.
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Go to E-Filing > View files > Clear data.
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Select the forms you want to delete, then enter a cut-off date for the clear down.
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Click OK. Type CLEAR then click Yes to confirm.
Backup/restore
There is a backup and restore option in E-Filing, which operates in the same way as the standard backup and restore functions in IRIS Payrite. The backup produces a file named PAY_EDI.ZIP.
Go to E-Filing > Utilities > Back up E-filing.