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Transferring a client company from easyfileTC to another user

Exporting the company

PAYE Data Extract allow users to securely extract and share data for a single Employer/PAYE reference via an encrypted ZIPPED file.

  • Open easyfileTC and select an Employer & period then go to Utilities>Database Utilities>PAYE Data Extract
  • Select a Tax Year (or Al“) & provide a Username & Password for export credentials – these you will hand to the whoever is receiving the data
  • Select a known save location

Importing the data

Importing a PAYE Data Extract allows you to merge the extract into an existing database. During this process, conflicting records are overwritten while maintaining data security.

  • Open easyfileTC and go to Utilities>Database Utilities>Import PAYE Data Extract
  • Backup, if you don’t have a current backup or are unsure when you last backed up
  • Select the ZIP file of the PAYE Data Extract and put in the credentials you should have received from the whoever exported the data
  • Click IMPORT

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