Step 4 - Generate your Taxfiler migration token
You need to generate a token in Taxfiler to connect your Taxfiler account with your IRIS Elements account. The token is valid for 15 minutes - you must start the migration in this time period, or you'll need to generate another token (a timer is displayed).
Only the Taxfiler Primary user can generate the token.
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On the Migrate Taxfiler data page, read and check the information.
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Under Get your migration token token, select login to Taxfiler.
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Enter your Taxfiler email and password, then select Login.
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Select the cog icon at the top right of the page, then select the Elements tab.
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A pre-migration message is displayed. Select Close.
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Select Generate token. You'll have 15 minutes to start the migration before needing to generate another token.
The token is generated, displayed and automatically copied to the clipboard.
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Go back to IRIS Elements, click in the empty field, then press Ctrl + V, then select Apply token.
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A message indicates the token has been successfully retrieved and you're ready to migrate.
Next step: Step 5 - Start the migration