Migrate TaxWise data to Onvio

Use this article to migrate data from TaxWise to Onvio.

Before you start

Current forms and schedules that convert from TaxWise

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 2106 W2-G
Payments Schedule C 2441 1099R
Misc. Income Schedule D 4797 SSA-1099
Misc. Deductions Schedule E 6252
Education Expenses Schedule F 8839
IRA Information Schedule H
Keogh/Sep/Simple Schedule K-1
Depreciation Schedule K1-T
Auto Expenses
Carryovers
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule L
Prior Year Carryovers Schedule M-1
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
Prior Year Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3

Migration steps

  1. Create a folder on your desktop where you will export your TaxWise data.
  2. Copy and paste files from the TaxWise data directory folder to the folder on your desktop. The default data directory for TaxWise is C:\UTS21\Users.

    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.

  3. Right-click the folder you created in step 1, and select Send to, then Compressed zip, or ZIP the folder using your preferred method.

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

  4. Log in to My Account.
  5. Follow the on-screen instructions to complete the setup process and upload your prepared data.
  6. 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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