Step 1: How to approach the migration of data and adoption of IRIS Elements

Before you begin, it is best to read through and understand the process you are about to go through.

Getting your Elements account set up

You will be invited to migrate through an email, followed by a phone call from us. One of our team will create your new IRIS Elements account for you initially.

Dual running PTP and IRIS Elements

When we create your Elements account, we also supply you with a licence code for your PTP products. This code allows you full access to PTP for a period of 3 months. This is to allow you time to complete any outstanding work and to choose a time that is convenient for you to begin the migration of data.

Planning the move to Elements

Before you begin to migrate data, we suggest you put a plan together. Below is a suggestion to help you:

  1. Identify clients that have filing deadlines in the 3-month dual running period. If you are also migrating VAT data, identify which clients have VAT returns due in the next month.

  2. Decide which clients you will complete in PTP, and which will be completed in IRIS Elements. We suggest clients with short deadlines are completed in PTP to allow for familiarisation of IRIS Elements without the pressure of an imminent filing deadline

  3. 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.

    Important: 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.

  4. If you use PTP tax products and PTP Accounts Production, review client records and ensure the data stored on the client record is consistent between products (as per topic on de-duplication). This ensures the best result from the automatic client de-duplication that will occur on migration of Tax and Accounts Production data.

The data migration solution itself is designed to be flexible, you can:

  • Migrate a single client, a batch of clients or all clients

  • Sort and filter client records based on migration status, client type and reporting standard

  • Re-migrate compliance data, for example, if you make a mistake post migration, you can delete the return or set of accounts and simply re-migrate

Your data migration plan could take the following approach:

  1. Identify and migrate corporate clients based on year-end; migrate those with the nearest deadline first. Migrate the Accounts Production Data, followed by the Corporation Tax data (or just the Corporation Tax data if you don’t use PTP Accounts Production) and any VAT data

  2. Migrate any sole traders and partnerships in preparation for tax year filing deadlines.

  3. Migrate remaining individuals and trusts in preparation for tax year filing deadlines

Familiarising yourself with IRIS Elements

There is lots of information in this help centre about using Elements. Here are some introductory links to help you familiarise yourself with your new product: