View and check your data after migration
Once you've migrated your data into the IRIS Elements, you can view it in the new platform and check everything is there.
How to view your tax data in IRIS Elements
Watch a video tutorial on viewing your tax data in IRIS Elements:
There are two ways to view your tax data in IRIS Elements: from the main dashboard or from a client record.
To view your data from the dashboard:
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Open IRIS Elements (https://iriselements.io)
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The dashboard is displayed. Scroll down to the Corporate tax returns widget. The widget will show a summary of the status of your tax returns.
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Select View all.
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The full list of client data is displayed.
To view your data from a client record:
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Open IRIS Elements (https://iriselements.io)
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Select the Clients menu from the top bar and then select Clients list.
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Select a client or search for one in the search bar.
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The client dashboard is displayed. The Corporate tax returns widget will display all tax returns for this client.
How to view your accounts data in IRIS Elements
There are two ways to view your accounts data in IRIS Elements: from the main dashboard or from a client record.
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Open IRIS Elements (https://iriselements.io)
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The dashboard is displayed. Scroll down to the Accounts Production widget. The widget will show a summary of the status of your tax returns.
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Select View all .
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The full list of account data is displayed.
To view your data from a client record:
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Open IRIS Elements (https://iriselements.io)
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Select the Clients menu from the top bar and then select Clients list.
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Select a client or search for one in the search bar.
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The client dashboard is displayed. The Accounts Production widget will display all accounts for this client.
For more information on the dashboard, the client list and more, go to our Get started with IRIS Elements section.
Next steps
Now your data is in IRIS Elements, the next step is to set up the platform for you and any users you are planning to invite.
Next page: After your migration