Manuals
File-Mate ADV User Guide (244 KB PDF). Note: This file is also part of the demo download.
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Frequently Asked Questions
What happens if the SEC changes the form in the next few months? File-Mate ADV comes with 1 year of free upgrades. After that, you can renew your subscription and continue to run the latest software and SEC form.
Once I order, how long does it take to get my registration number? You receive your registration number immediately after we approve your credit card.
Can more than one person use File-Mate? Yes, you can install File-Mate on a network server or on a shared folder on a local machine.
Where does File-Mate store my data? The default location is C:\Program Files\File-Mate\ADV\<Tax Year>.
Can I back up my data? Yes! File-Mate has both backup and restore functions, which you can access from the startup page. The backup tool copies your database to the Backup folder. The Recover button overwrites existing data with your backup data.
Can I import data? Yes, if you can get it into Excel. Our Help section features an entire chapter that explains how to import data.
Which data formats does File-Mate support? File-Mate supports comma-deliminated (CSV) or tab-separated data, in a variety of formats: SYLK, DBF, DIF, Lotus, Basic, Merge, HTML, and FRM (Tax-Mate).
How do I import Quicken data? You’ll need to export your data from a Quicken report and then import it into File-Mate.
Can I change the data once I’ve imported it? Yes — you can edit, add, or delete any data using File-Mate.
Does the data I plan to import data need be in any specific order? No, File-Mate will adapt to any order.
Can I print to plain paper? Yes. In fact, File-Mate can save you money because it prints forms on plain paper. It also produces a nice form (one or two pages with instructions) that you can fold like a letter and place in a #10 windowed envelope.
