Tax data migration overview

The Tax Data Migration Service converts your firm's data so you can prepare organizers and tax returns in Onvio. Use the information below to familiarize yourself with and start the Onvio migration process.

Security

Our Migration Team performs conversions in a highly secure environment and will only use the data you provide. Data is sent and received only through encrypted portals and once it's converted, we immediately purge the data from our system.

Timing

Migrations are done in the order received. We process migrations on a first come, first serve basis. Migrations can take several days to complete so its best you provide your data as soon as possible.

We will begin migrating 1040 Federal and State data to Onvio Tax after January 4, 2021 and all other data after January 21, 2020.

For the Onvio Tax Beta group, we'll be accepting 2019 data only. For competitor data, we'll convert it to UT19, proforma it to 2020, and then convert it to Onvio Tax. For UT to Onvio, we'll proforma it to 2020 and then convert it to Onvio.

What can you migrate?

  • If you're migrating from UltraTax, see the guide for migrating from UltraTax CS to Onvio for additional details.
  • We're only migrating 2019 data.
  • We currently don't convert 706, 709, 2290, or 5500 data from programs other than UltraTax CS.
  • Specific form and schedule data that we migrate can vary by program. The preparing data guides listed below provide detailed lists of what migrates for each program.
  • During the migration process, we will proforma the 2019 data to 2020. When the migration is finished, you'll receive a proforma'd 2020 return in Onvio.
Program
1040
1065
1120/1120S
1041
990
ATX/Saber
CCH Axcess
Drake
GoSystem Tax
Lacerte (Intuit)
ProConnect (Intuit)
ProSeries (Intuit)
ProSystem fx (CCH)
TaxWise

Start your migration

Prepare your data for migration

Select the application link below for step-by-step instructions to prepare your data for migration.

Notes

  • Exclude clients that fall into one of these form or data entry scenarios:
    • Cross-entity returns (TX Franchise, NV Commerce, OR CAT)
    • Consolidated 1120
    • Imported trial balance data for business tax returns
    • Schedule K-1 data shared between business and individual returns
  • We recommend preparing 1040 clients separately from all other clients. These clients can be migrated sooner than business clients, even though state data for individuals may not be immediately available in Onvio. When will states be available in Onvio?
  • The migration portal has a file size limit of 2GB. If you have any zipped files exceeding this size, split them into smaller zipped files.

Once you've created a zip file, continue to step 2.

Set up the migration and upload your data

Once your data is prepared, call our Migration Support team at 800.968.0600 and press option 2, then star (*). A Representative will walk you through the following steps.

  1. Creating a Thomson Reuters ID if you do not already have one.
  2. Starting the migration process.
  3. Uploading your data to the migration portal.

Do not upload client data for migration that falls into one of these forms or data entry scenarios:

  • Cross-entity returns (TX Franchise, NV Commerce, OR CAT)
  • Consolidated 1120
  • Imported trial balance data for business tax returns
  • Schedule K-1 data shared between business and individual returns

We will begin migrating data to Onvio in January 2021. If you have 1040 state data being migrated, it will not be accessible until that state is available in Onvio.

Notes:

  • If you submit the same client more than once, the second set of migrated data will overwrite the first.
  • We'll send you a confirmation email when we're finished migrating your data. You can expect to receive this email around the end of January.
  • The migration portal has a file size limit of 2GB. You may need to split up your client data files.

Review migrated data

We'll contact you via email when your data is available in Onvio.

We recommend that you carefully review the migrated data to ensure accuracy.

You can expect to receive a 2020 return in Onvio that was proforma'd from 2019.


Contact us

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