Merge of Data - What happens next

It is good practice for all TaxCalc users to work from a single database.  

Previous versions of the program have allowed multiple installations to exist however going forward to fully take advantage of new and forthcoming modules and products it is highly advantageous to work from a single source.

We cannot currently merge databases in their entirety, instead select data can be exported from the additional database and then imported into the primary database. 

The Tax return module and all information held within the return can be completely transferred.
 

We can only export an audit trail for each Accounting Period, we cannot import these into the primary database.

Further detailed information on what can and cannot be exported can be found within our Merge of Data Checklist

We aim to prevent data duplication
If the same client exists in both data sources we intend to only transfer the unique returns. We will only add to the existing data within the primary database.

Standardization of data
Standing data from the additional databases is transferred into Excel for importation into TaxCalc. A degree of editing is therefore available to us. 

To minimise downtime a test merge is first run using backups of your databases. This will allow us to predict and account for any issues before the Live merge is then scheduled and undertaken. The aforementioned points can also be discussed further during this test period.

Next Steps
1. Practice Manager - Input missing UTR's in Practice Manager.  

2. Backup files / Provide authorisation - How to backup and transfer these files.

3.Test Merge of Data - On completion a live merge date can be scheduled.