Merge of Data Checklist

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.
Contacts cannot be exported.
Relationships between clients cannot be recreated.
 

If a client from secondary matches the Clientcode and UTR of an existing client in primary, they are deemed a duplicate client and the client and any additional information held in this module 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 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 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.

If a tax return exists in both databases we use the last filing date to determine if the secondary copy needs to be imported.

This date is the last attempted submission to HMRC and will be imported if this is later then the copy held in Primary .

Accounts Production

No Data can be transferred for this module. All we can provide for accounts is;

This information is not imported by us in anyway.

You will need to create the accounting period then run through the Trial Balance Import wizard within the Accounts Production module to import from the audit trail. 

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.


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.



Article ID: 3109
Last updated: 23 Mar, 2021
Revision: 12
Technical -> Database Related -> Merge of Data Checklist
https://kb.taxcalc.com/index.php?View=entry&EntryID=3109