Migrate ATX Saber and ATX Max data to Onvio

Use this article to migrate data from ATX Saber and ATX Max to Onvio.

Before you start

Current forms and schedules that convert from ATX

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Education Expenses Schedule D 2441
IRA Information Schedule E 4797
Keogh/Sep/Simple Schedule F 5329
Depreciation Schedule H 6252
Auto Expenses Schedule K-1 8594
Carryovers Schedule K1-T 8839
8886
1099Q
General information Schedule Form
Demographic Information Schedule D 1125-A
Page 1 Information Schedule E 2220
Payments Schedule F 4797
Shareholder Information Schedule K 4835
Rent and Royalty Schedule K-1 6252
Depreciation Schedule L 8609
Carryovers Schedule M-1 8886
  Schedule M-2
  Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Schedule L 8886
Schedule M-1 8865
Schedule M-2
Schedule M-3

Migration steps

  1. Create a folder on your desktop where you will export your ATX data.
  2. Open ATX.
  3. Open the Return Manager window, if it doesn't open by default.
  4. Mark the returns you want to export for conversion, or mark the Mark ALL checkbox to select all of the clients in the current view.

    Note: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.

  5. Select Returns > Export Marked Returns.
  6. Confirm the clients selected to export in the Export Marked Returns dialog, and then click the Export Marked Returns button.
  7. Browse to the folder you created in step 1, and click OK to export your data.
  8. Once the export is complete, open the folder to confirm data was exported correctly. You should see files that have a *.atx[taxyear]Export format.
  9. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Note: Do not password protect or encrypt the ZIP file.

  10. Log in to My Account.
  11. Follow the on-screen instructions to complete the setup process and upload your prepared data.
  12. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

  1. To view conflicts, select Setup, then Migrations in Onvio.
  2. Select Third-party applications.
  3. For each conflict listed, select the plus sign to expand details on the conflict.
  4. Select  Create new record or  Use this record.
  5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.


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