Prepare for your migration

There are some things you need to do before migrating your data from PTP 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 in IRIS Elements Tax and 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 PTP and IRIS Elements. For this reason, if you have multiple PTP 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.