Migrating from Taxfiler to IRIS Elements

Migrating from Taxfiler to IRIS Elements

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Migrating from Taxfiler to IRIS Elements - Does anyone have experiance of this yet?

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boxfile
By spilly
16th Jul 2023 19:46

Sorry, I intend to keep using TaxFiler as long as possible - I think most users are doing the same.

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stonks
By WinterDragon
17th Jul 2023 15:27

Yes, we have recently migrated and are using Elements Tax & Accounts.

The summary is it's very similar to TaxFiler and you can find your way around quite quickly but there are quirks. Currently, any clients that have self-employment pages on their SA100s require a separate client entry as a Sole Trader and for the 2 records to then be linked. I personally find this annoying but others may prefer it to function like this.

If you want to use the other modules such as practice management and don't mind dedicating time to configuring everything then I'd say go for it but if you're only planning on using it the same way you'd use TaxFiler then I'd hold off for a while.

Feel free to ask any specific questions and I may be able to help.

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By Leywood
17th Jul 2023 17:53

I had several emails, an offer of an 'incentive' and two phone calls to be a guinea pig. I told them to re-arrange the words 'off' & 'bog'. Ok I was marginally politer than that, but not much! Funny how Iris can phone you when they want something, but getting hold of them is actually totally impossible.

Dont do it.

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By MRA
31st Jul 2023 16:41

*Sorry, just found this more recent thread so copied message over.

Oh my, this feels like QuickBooks all over again!

For those who have migrated, just wonder how they have found IRIS Elements in comparison to TaxFiler?

For those who have moved elsewhere, where have you gone to and how are you finding it?

Due to the constant price increases, I was considering alternatives anyway so this may make the decision for me.

I have a small practice and have solutions in place for everything else so not interested in all the other bits they are going to try and sell me.

Thanks in advance

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By Software Seeker
29th Aug 2023 16:02

I've just had an email from Jose Mesa from IRIS saying that I need to start the migration process. Am happy to do this as the prices appear to be the same, however rather worringly the email also says "keep in mind that it is compulsory to also get the AML module with the migration.". Have had a look at the AML module prices and for the size of my client base they are £794.00 p/a (compared to my current provider TaxCalc which is £180.00 p/a). Seems to be a stealth price-hike on migrating, so am resisting the migration process at the moment. Can any one who has done the migration actually confirm that the AML module is compulsory? And when will Taxfiler finally be laid to rest? Thanks.

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Replying to Software Seeker:
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By AdamJones82
07th Sep 2023 15:57

That's a lie they've told you. I've used it since August 2022 without that module!

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Replying to AdamJones82:
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By Software Seeker
11th Sep 2023 17:05

Yes, I've since had a message saying that was wrong :-)

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Replying to Software Seeker:
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By RichBlack
07th Sep 2023 18:52

The AML is not compulsory. I migrated today from Taxfiler to Iris Elements Tax & Accounts, and you can just run with that. I did however add on the two AML modules as I didn't have any AML software in place.

One thing to note is that through Taxfiler, I used to be able to submit VAT returns at no extra cost. I have emailed Iris asking if this should have been included in the migration, as they have a separate £250 VAT Filer module which I may have to add on.

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Replying to RichBlack:
boxfile
By spilly
07th Sep 2023 22:22

Ooh, that extra VAT return cost would definitely stop me from migrating over. Please let us know the outcome of your query to Iris. Thanks.

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Replying to spilly:
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By Southwestbeancounter
11th Sep 2023 16:49

Ditto Spilly!

That would be a huge additional cost for us considering the few VAT returns we actually prepare and submit.

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Replying to spilly:
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By RichBlack
12th Sep 2023 14:36

Iris haven't got back to me, but it does seem that it is actually included, so no extra cost.

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By MRA
12th Sep 2023 10:31

Does anyone know when Taxfiler, in its current form, will actually cease to be available? There does not appear to be much communication and/or clarity.

With tax season looming it would be good to know that it is not something we need to worry about for this year. The last thing we need is having to move/find software at this point in the year.

Thanks

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By MRA
14th Sep 2023 10:44

In case anyone else would find this helpful, Taxfiler have confirmed (and I quote):

"At some point in the future, Taxfiler will no longer be supported, but there are no current timescales for this."

As such, I certainly intend to keep using it for as long as possible and will re-assess options in the New Year post tax season.

Any comments on Taxfiler's replacement and/or alternatives would be greatly appreciated.

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d
By puzzel
20th Sep 2023 14:32

Logged into Taxfiler today and was greeted with the following message:

Upgrade to IRIS Elements and be more productive
Your Taxfiler subscription will expire soon. It's time to upgrade to IRIS Elements Tax and Accounts, just select Act now.

Find out what this means for you. Check out our frequently asked questions. Read testimonials from customers who have successfully migrated.

33 days remaining
Act Now

Now awaiting a return phone call

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Replying to puzzel:
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By MRA
21st Sep 2023 14:50

That is very concerning and is contrary to the information that I was given. It will be interesting to hear their response. Please keep us posted...

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By Ruth Pringle
20th Sep 2023 15:52

I spoke to Iris about this at Accountex Manchester yesterday as I don't want to move over before 31st January.

My understanding of what I was told is that they are splitting all remaining Taxfiler users into groups and then giving each group a 30 day timescale to move. The first group is already in their 30 day window. They will continue to do this until everyone is migrated over but this plan ensures a phased migration. Presumably, then, Taxfiler will be shut down.

It sounds like puzzel might be in this first group.

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Replying to Ruth Pringle:
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By bettybobbymeggie
20th Sep 2023 18:38

If IRIS want to phase us over to their new offering I'd suggest they do this as and when existing subscriptions come to an end. I renewed my TaxFiler subscription in July this year and I've never had so much as a whiff of a suggestion that the product I purchased won't be available for the duration of my contract.

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By emmajayne18
27th Sep 2023 11:14

Hello everyone,

We are in the middle of making the migration. Does anyone know if there is a way to export all data out of TaxFiler before we start? Belts and braces really to make sure we don't loose any data.
Thanks in advance
Emma

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By Corinius
29th Sep 2023 12:48

I have done the forced migration from TaxFiler to Elements before TaxFiler is switched off. To be fair the migration went fine, but I'm not happy.

It seem that what we actually get on a straight migration from TaxFiler is a cut-down product that doesn't have all the previous facilities.

There's no equivalent of the Home screen list of recent clients. You can put recent accessed clients on your home page, but only if you pay extra for "Practice Management"

Similarly the only client list is a cut-down list with minimal details. If you want to list accounts by year end or see their status or get other client list type reports - yes, you guessed it, subscribe for Practice Management.

OK, practice management may be a good tool, and I'd like to add the AML function, but adding Practice Management will head towards doubling my monthly cost, and working on my own, I don't need a lot of it.

The migration is not "like for like" (was it foolish to hope for that!)
Maybe someone will tell me I'm wrong!

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Replying to Corinius:
Jenny Strudwick
By jks.iris.co.uk
29th Sep 2023 17:13

Hi Corinius,
The Elements Tax and Accounts product includes Widgets on the Homepage which gives a view of clients, allowing you to sort and filter clients based upon type of Tax Return and Status. These widgets can be viewed at a summary level (chart) or list view. You can also expand the list to see all clients and the data from here can be exported into different report formats (should you need them). We are currently building the same widget for Accounts and this will be available very soon.

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Replying to jks.iris.co.uk:
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By Corinius
02nd Oct 2023 13:38

Thank you jks, that does help.
I'll look forward to the accounts Widget.
Will the "recently accessed clients" list become available or is that going to be "Practice management" only.
Thanks, C

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By Wanderer
29th Sep 2023 12:56
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By Platta
12th Oct 2023 16:27

I did the migration a week or so ago, and it certainly was not as easy as suggested - required several support calls, and toing/froing and head scratching within Iris. Having now worked with the Elements combo - I am seriously unimpressed. Compared to Taxfiler (1) The user interface is very bland, making it difficult to easily see where you are, and navigate (2) the entry screens are stretched out requiring far more scrolling up and down to find the right box (3) The lists of tax returns/accounts by status are missing. All in all, it will do the job, but it is time consuming, not pleasant to use, and I suspect we will see price increases as soon as Iris have us all captive. I will definitely keep my eyes open for alternatives !

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Replying to Platta:
Jenny Strudwick
By jks.iris.co.uk
13th Oct 2023 14:09

Hi Platta
I’m sorry to hear your move to Elements did not go as smoothly as we would have liked. We of course want the process to be as easy as it can be. All data from Taxfiler is moved over into Elements, including Tax Return status’ for all years – if this detail is not showing on the Homepage widgets we would really like to resolve this for you. Please feel free to message me directly with your contact information and we will contact you.

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By jameswestacott
20th Oct 2023 15:58

In my opinion Iris Elements is absolutely dreadful. Slow, blocky, bug-ridden and a massive downgrade on Taxfiler which was a very good product.

I agree with the previous posters about lack of display options for clients, far more scrolling required due to the formatting, and totally user-unfriendly.

My main gripe is that it is completely bug-ridden. I can't edit the director's remuneration note in the P&L account as it crashes out with an error 404 page cannot be found and I am logged out. When I print the filleted accounts, for some reason page 2 does not print. Sometimes I do not have the option for signing the directors report.

I tried ringing Iris but they told me to change my browser and delete the cache and ring back if it wasn't working. It didn't work, so rang back, but they aren't interested. Staff unfriendly and incompetent. I left a bad review on Trustpilot and they still haven't contacted me, despite replying on Trustpilot that they would get in touch. Clearly more concerned with public perception that actually solving the bugs with their product.

It appears that the price has increased as well, so we are paying more for a far worse product.

A truly awful, awful shambles. Bring back Taxfiler.

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Replying to jameswestacott:
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By Platta
20th Oct 2023 17:18

Agreed - see my earlier post. Having now used Elements for a few more days, I dislike it more and more ! Found out today that I have to create a new client for each sole traders self-employed income - really ?? I'm afraid that adding a pretty graph on the front, does not make up for the very poor overall user experience - come on Iris - you should have done a much better job before forcing us to move - you are now risking mass migration to other providers.

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Replying to jameswestacott:
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By LAKE
18th Apr 2024 23:04

Have you stayed with IRIS Elements? How do you find it now? Thanks

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By Corinius
09th Nov 2023 16:27

The Elements Help Centre says the recent clients list is available

"Recent clients widget
This widget is shown on the home page dashboard and lists the clients you have viewed most recently. Select a client name to view their record."

If it's available on my dashboard personalisation I can't find it!

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By Corinius
14th Nov 2023 09:53

Iris confirmed that the recent clients "widget" is only available if you subscribe to Practice Management.
So, we don't get like for like with the move from Taxfiler

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By Corinius
28th Nov 2023 16:31

Further annoyance with Iris Elements - if you leave it open for a while and come back to it, it lets you enter data - but then when you "Save" it goes to the sign-on screen having lost what you just did!
If it's going to time out (which is reasonable) it should actually do so and return to a sign on screen!

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Replying to Corinius:
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By Platta
28th Nov 2023 18:35

Yep - just another small annoyance to deal with that didn't happen with taxfiler !

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By NigelD
25th Mar 2024 16:24

I have just implemented the process to migrate from Taxfiler to IRIS. It was a disaster with many records failing to be transferred. Very poor support from IRIS. I am not impressed

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By NigelD
25th Mar 2024 16:24

I have just implemented the process to migrate from Taxfiler to IRIS. It was a disaster with many records failing to be transferred. Very poor support from IRIS. I am not impressed

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By MRA
27th Mar 2024 15:58

As anticipated by many, I have just had the email informing me that prices are going up...welcome to IRIS!

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Replying to MRA:
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By AdamJones82
27th Mar 2024 18:19

How much by?

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Replying to AdamJones82:
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By MRA
29th Mar 2024 16:11

The email didn't say what the increase/new price was going to be.

Just the usual thank you for being a valued customer blah blah blah

Helping you remain compliant blah blah blah

I am going to be looking at alternatives next week and at the moment have Absolute Top Up and TaxCalc on my short list. Any other recommendations are very welcome.

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Replying to MRA:
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By AdamJones82
29th Mar 2024 20:52

I tried Taxcalc but just found it so "old school" and clunky compared to using what was Taxfiler.

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By NigelD
30th Mar 2024 14:28

Having initially found that a large number of records did not transfer successfully I can report that the IRIS/Taxfiler Help Desk pulled out all the stops and sorted the problems within a couple of days, keeping me informed during the process. So, credit where credit is due.

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By MRA
04th Apr 2024 11:07

Just as an update, should anyone be interested or find this helpful...

I tried the IRIS platform yesterday on the free trial and found it too 'busy' with all that it was trying to do. I have a small practice and prefer to keep things simple using software that 'does what it says on the tin'.

To that end, I have today cancelled my subscription with Taxfiler and decided to move to Absolute Tax. Having also played on a trial version of this yesterday and speaking directly with a very helpful and knowledgeable team. Absolute Tax feels like a tax version of VT which I have used and loved for years. Absolute Tax have assured me that they do not have any intentions to sell and I would not expect, similar to VT, the continual price hikes of the likes of IRIS/QBO.

Good luck to all in whatever you decide to do.

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Replying to MRA:
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By LAKE
18th Apr 2024 22:59

May I ask how you are finding Absolute? Are you using it for personal tax, corporation tax and accounts preparation?

Thank you

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Replying to LAKE:
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By MRA
22nd Apr 2024 10:45

Hello,

I will be using Absolute for tax returns (personal, partnership and corporate) as I already use VT for book keeping and accounts prep.

I haven't yet used Absolute on live data however I spent a fair amount of time on the demo software, watching the You Tube video and speaking directly with the team.

Personally, I liked the simplicity of it, that it is desk top based, the pricing structure and that I can speak to real people who actually use the software rather than just try to sell it and then upsell even more. I am a small practice so all of this suits me and my needs.

Hope that helps. Happy to feed back once I have made some submissions via the software.

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By ARAFVH
19th Jun 2024 17:04

I am in the middle of the migration process.
Taxfiler told me I had 27 days left to do it. Support are really slow coming back to me, only email contact. It's really really confusing with the conflicting advice about whether you must wait for a Taxfiler email.
Just spent 3 hours making clients INACTIVE who were active but not used recently. This is because all active clients get migrated. About 200 of my active, are no longer needed.
Finally got some support from Iris, but am back wating for my Iris account to be updated to allow me access to the special (for Taxfiler folk) "Tax and Accounts" module. This involved an email to Taxfiler. Dear knows when they will action it.
I allocated two days for this project and this is the end of Day 2.
To add insult to injury, I just read loads of negative comments above about what we are moving onto!
"Looks like I picked the wrong week to quit smoking!"

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