The Taxfiler migration process
If you've received an invitation via email:
Watch video (5 minutes long)
If you've received a message in Taxfiler:
Watch video (5 minutes long)
The migration process starts with the creation of an IRIS Elements 30 day trial account so that you can take a look at the platform before migrating your Taxfiler data. Please do not purchase IRIS Elements Tax or IRIS Elements Accounts Production as the migration will not work correctly.
There are some things to consider before you start the migration so make sure you read Before migrating your Taxfiler data.
-
Step 1 - Create your IRIS Elements trial account - we'll send the Taxfiler Primary user an email inviting you to migrate to IRIS Elements. The email contains a link to create your IRIS Elements account and get started.
-
Step 2 - Activate your IRIS Elements account - complete the requested information in IRIS Elements, then activate your account.
-
Step 3 - Launch the Data Migration Service - this service is used to migrate data from an external product into IRIS Elements - in this instance Taxfiler.
-
Step 4 - Generate your Taxfiler migration token - generate a migration token in Taxfiler to enable the migration. This can only be done by the Taxfiler Primary user.
- Step 5 - Start the migration - once the migration token has been accepted, you're ready to migrate.
When your data has migrated to IRIS Elements successfully, check your data and carry out some general data housekeeping. Refer to After successfully migrating Taxfiler data.