Prepare for your migration

There are some things you need to do before migrating your data from Keyime to IRIS Elements that will help the process run as smoothly as possible.

Make sure you have your Companies House credentials and other online filing passwords ready

To submit tax returns and VAT returns IRIS Elements Tax and accounts in IRIS Accounts Production, you'll need to set up online filing passwords and connect to HMRC. For security reasons, these passwords and connections are not pulled into Elements during migration.

Choose a good time to migrate

The migration process requires other users to be logged out of Keytime and IRIS Elements. For this reason, if you have multiple Keytime or Elements users, you might prefer to migrate out of office hours.

However, the migration process is flexible, so you can choose to migrate the data that is ready to go, and then repeat the process at a later time for any data that is not complete yet.

Migrating Trial Balance data and Tax Returns

Please note that this data should be finalised and filed with Companies House before it is migrated into IRIS Elements.