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Step-by-step Guide

Merge of Data Checklist

Article ID: 3109
Last updated: 07 Mar, 2023

If a TaxCalc database is to be combined with another TaxCalc database the information that can be transferred is limited.
The database with data being extracted is referred to as the secondary database.
The database that will import this additional data is referred to as a primary database.

The data that can be exported from the secondary database consists of;

Practice Manager

All clients can be exported. We can filter this to only look at active clients, and exclude archived records, if preferred.

Information which cannot be moved from one database to another includes, but not limited to:

Some base client details cannot be brought over and would need to be rekeyed. In addition, where applicable, it is not possible to bring over Business details, multiple phone/email address, Bank details, Services Rendered, AML information, Relationships, Share Capital, Shareholdings, Communications Activity, Notes, Active Work, Automated Message Settings, Document Manager and Passwords (Client, Client Work, Esign and Encypted PDF).
 

If a client from secondary matches the UTR of an existing client in primary, they are deemed a duplicate client and the secondary client and any additional information held in practice manager will not be imported.

Detailed information on all the fields that can be imported can be found in the TaxCalc Help file.

Data held in fields outside of those listed in the Help file are not transferred and if required it is your responsibility to obtain PDF copies.
Click Help > Contents > Introduction to Practice Manager > Importing Clients and Tax Returns > Importing Clients from a CSV file.

Practice Manager PLUS

The advanced workflows, notes and task management introduced by this module cannot be exported or transferred.


Tax Return Production

All tax returns can be exported and imported into the primary database. This includes all data on the return including filing history. The IR Mark for unlocked returns has the potential to change.
Why does the IRmark on a tax return change?

Accounts Production

No Data can be automatically transferred for this module. We can provide;

  • An excel list of all accounting periods by Client code.
  • An audit trail per accounting period. - If an AP has multiple batches a single audit trail file is provided.
  • NO Filing history can be transferred.

Accounting Periods, postings, notes or filing history is not imported.

The import of accounts can be completed by following these steps.
How to import a TaxCalc Audit Trail following a Merge of data

Communications Centre

No Data can be transferred for this module.

GDPR Centre

No Data can be transferred for this module.

Time

No Data can be transferred for this module.

AML Centre

No Data can be transferred for this module.

VAT Filer

No Data can be transferred for this module.

Esign Centre

No Data can be transferred for this module.

HMRC Forms

No Data can be transferred for this module.

Company Incorporator

No Data can be transferred for this module.

Document Manager 

No Data can be transferred for this module.

Batch Filer

No Data can be transferred for this module.

Companies House Forms

No Data can be transferred for this module.

Admin Centre

No Data can be transferred for this module. Please note this includes, but not limited to, Custom Fields, Job Templates, Users, Data Mine Filters, Firm details, Online Filing settings.


The list of modules above should not be deemed exhaustive as new modules are released during the products lifetime. If you are in any doubt about what can be transferred please contact support@taxcalc.com.

Download Sign and return to start the Merge of Data process. 

Article ID: 3109
Last updated: 07 Mar, 2023
Revision: 22
Views: 758
This article was:  


Also read
item How to import a TaxCalc Audit Trail following a Merge of data