How to move Tax Platform

Installing PTP Tax Platform

PTP must be installed on the new PC. A guide on how to install Tax Platform can be found here.

Quick guide

1. Go to the PTP Downloads page which can be found here.

2. The table displays the PTP Platform 2017 Incl Tax, Partnership, Trust and CT at the top. Click Download.

3. Once the download is complete, click Run to start the install.

4. Go through the on screen prompts, enter information as requested and click Next to continue.

5. Click Install.

6. When the installation is complete click Finish.

Copy the data and move it to the new PC

You can choose to either create a backup of Tax Platform, move the folder across and restore the backup, or you can copy all of your data over and place it in the same location on the new PC.

The following steps explains how to copy data over without creating a backup.

Firstly, have a removable disk, a Pen Drive or a removable Hard Drive, plugged into the old computer.

On the old PC

1. Right-click on the PTP Launcher Shortcut on the Desktop and select Open File Location.

2. Find the PTPData folder, right-click it and select Copy.

3. On the left-hand side click This PC.

4. Double-click on the Removable drive, in a blank white space, right-click and select Paste.

5. Once the data has been copied to the PTPData folder on the Removable drive, remove it from the old PC and plug in to the new PC.

On the new PC

1. Navigate to This PC, click on the Windows Start button and type 'this pc' in the search bar at the bottom.

2. Double-click on the Removable drive and right click on the PTPData folder and select Copy.

3. Go back to the Desktop, right-click on the PTP Launcher Shortcut and select Open File Location (as seen in step 1).

4. Right-click in a blank white space and select Paste.

5. This action will overwrite the existing folder, so select Replace the files in the destination.

6. Now open the PTP Tax Platform software. All the original client data ready to be used on the new computer.