Planning your migration
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Before you begin to migrate any data, it is important to have a plan for how you will approach this process.
How to plan your migration
It is important to know:
What data do you want to move to IRIS Elements?
During the migration process, we will guide you through moving your data. The steps will be slightly different depending on what data you are moving. You can move:
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Tax
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Accounts
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VAT
If you are moving all of the above, we advise to start with your Tax data and then move on to Accounts, then VAT.
Are you migrating Confidential Clients?
When migrating clients from PTP to IRIS Elements, the confidential status of the client record is maintained. Any confidential clients are migrated into IRIS Elements in the same way as any other client record, but they are only visible to users with administrator permissions. This ensures that all client confidentiality is maintained.
When is the best time to make the move?
The following steps will help you choose a good time to move your data:
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Identify clients that have filing deadlines during the three-month dual running period. If you are also migrating VAT data, identify which clients have VAT returns due in the next month.
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Decide which clients you will complete in PTP, and which will be completed in Elements. We suggest clients with short deadlines are completed in PTP to allow for familiarisation of Elements without the pressure of an imminent filing deadline
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As far as possible, complete and file any tax returns, VAT returns and statutory accounts that have a filing deadline that falls in the 3-month dual running period.
Note the migration of Accounts Production data does not include all notes and accounting policies, therefore, if you have started to produce accounts in PTP it is better to finish and file them there to avoid loss of data on migration
Find your HMRC and Companies house credentials
Your credentials for HMRC and Companies House are not migrated with your data, so make sure you have these noted somewhere before you start migrating.
Once you are migrated and ready to use IRIS Elements, enter your credentials by following the instructions on this page - Add online filing credentials
Next page: Preparing to migrate