Tax Systems Conversion Guide

Client Migration
Guidelines and process for client migration -  1. Export your client list via CSV or Excel. Check this guide to learn more- Extract and Import Client lis...
Fri, 2 Jul, 2021 at 10:03 AM
Pattern for Client Import (optional)
This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Manage...
Tue, 6 Jul, 2021 at 7:53 AM
Extract and Import Client list from Reckon Elite
The exported files are protected and limited only to be used (importing and exporting) within the elite program and that cannot be changed by Development. ...
Thu, 17 Jun, 2021 at 9:06 AM
Extract and Import Client list from Handisoft/Handitax
Collecting/extracting client list from Handisoft, see below "Categories/line items" that you may consider. Guidelines and process fo...
Tue, 6 Jul, 2021 at 7:53 AM
Client groups bulk import (existing client)
Released date: 6 July 2020 Now we support bulk import for client groups for existing clients via Support channel. How it works: 1. User exports client li...
Fri, 18 Sep, 2020 at 9:36 AM
Extract and Import Client list from Software Assistant-Thomson Reuters
Extract your client list via "Software Assistant-Thomson Reuters" . Select "File", then press Export data > Marked client/s Hover t...
Tue, 6 Jul, 2021 at 7:50 AM
Extract and Import Client list from Xero
Please see below guidelines and process. 1. Export your client list via CSV or Excel.  Two options to extract a client list to XERO 1. GUIDE for Predefin...
Tue, 6 Jul, 2021 at 7:49 AM
Extract and Import Client list from MYOB AO
Collecting/extracting client list, refer to MYOB AO page to learn more. Guidelines and process for client migration- 1. Export your client list via ...
Tue, 6 Jul, 2021 at 7:49 AM
Extract and Import Client list from MYOB AE (Accountants Enterprise)
Collecting/extracting client list, refer to MYOB AE page to learn more. Guidelines and process for client migration- 1. Export your client list via ...
Tue, 6 Jul, 2021 at 7:48 AM