UKI Compliance Ideas Portal

Facility to MIGRATE Sage Personal Tax Desktop version in full to the CLOUD BASED Personal Tax Product


  • Jeffrey Graham
  • Mar 12 2024
  • We're Taking A Look At This
  • Admin
    Steven Cartlidge commented
    13 Mar 10:45am

    Good morning Jeffrey,

    A comprehensive migration solution is not something on the roadmap for the foreseeable future, but if you could breakdown ''all data' into smaller chunks and provide us with what your priorities would be, this is something we may be able to assess sooner.


    For Example:

    • All the standing data, names addresses, contact information?

    • Historical Tax return data

    • Prior year data

    • Current year data

    • Relationships

    Regards,

    Steve Cartlidge