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
- Prepare your data for migration.
- Make sure you have a My Account login. If you don't have one, see your firm's administrator about creating a login.
Current forms and schedules that convert from ATX
Migration steps
- Create a folder on your desktop where you will export your ATX data.
- Open ATX.
- Open the Return Manager window, if it doesn't open by default.
- 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.
- Select Returns > Export Marked Returns.
- Confirm the clients selected to export in the Export Marked Returns dialog, and then click the Export Marked Returns button.
- Browse to the folder you created in step 1, and click OK to export your data.
- 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.
- 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.
- Log in to My Account.
- Follow the on-screen instructions to complete the setup process and upload your prepared data.
- 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.
- To view conflicts, select Setup, then Migrations in Onvio.
- Select Third-party applications.
- For each conflict listed, select the plus sign to expand details on the conflict.
- Select Create new record or Use this record.
- 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
Contact us
Call 800-968-0600
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