Thanks for your prompt reply, John_TN.
We're glad to know that you can now generate the Tax Form to Excel. The error you encountered might be caused by a program or installation problem. Restarting or removing the programs from the Control Panel helps resolve these issues.
As for the migration process, you will need to gradually upgrade your file using the trial links from 2015 to make the final update in 2021. This is to avoid any data issues due to some feature or version differences.
Before you upgrade your company file, it's always best to create a back up in the 2012 version. The steps are included in this article: Back up your QuickBooks Desktop company file.
After you backup the company file, you can now install QuickBooks 2021. Here's a link to download the program: Downloads & Updates.
Once done, you can check out this guide for further details about installing QuickBooks and restoring the backup:
For additional help, I'm adding these articles that you may find helpful:
Please let me know in your reply if you have any additional questions or need help with other concerns. We're always available to help you out some more. Take care and stay safe.
