How do I migrate Premium data from Enterprise to Stratus?

Data migration refers to the transfer of return data from Enterprise to Stratus and is available for the Premium and Forms+ products only. This video walks through the full migration process.

All data that is migrated to Stratus will be sourced in as overrides. Additionally, returns and schedules will be locked following migration to preserve data.

Hosting Clients

TriTech will handle the entire migration process on your behalf. Please contact us at support@tritechsoft.com to schedule your migration when you are ready.

Self-Hosted Clients

You will need to create the export files for your companies in Enterprise and then import them into Stratus.

Create the Export File for Data Migration in Enterprise

1. Select Tools from the top menu bar
2. Select Export Data to Stratus from the dropdown
3. On the Export Data to Stratus Wizard, click Next
4. Select which companies, products, and tax year(s) you wish to export
5. After making your selections, click Next
6. Select Finish to export the selected data and choose location to save your files

A file will be created for each Company, Tax year, product, and module (if applicable).

Exported files have a standard naming convention of 2 digit tax year_FEIN_Product_Company Type_Module (ex: 25_99-9999999_Premium_Life_Annual.DBXP)

Import your Migration File to Stratus

1. After logging into Stratus, open the Product selection Menu in the upper left corner
2. Select Migration from the available products
3. Locate the row that matches the Company, Product, and Tax Year for your export file
4. In the Actions column, select the cloud icon to open a file browser
5. Navigate to where you have downloaded the corresponding export file and click Open.
6. Ensure that the Product, Tax Year, and FEIN match before selecting Confirm
7. After uploading your files, an arrow icon will appear in the Actions column
8. Select the arrow icon to import your file

Once this process has finished, you may navigate to that product, company, and tax year to verify your data was imported.

Migration Timeline

Data migration availability will be released in phases to provide flexibility in determining the best time for your company to transition from Enterprise to Stratus.

Forms+

Data migration is available for all forms in tax years 2023, 2024, and 2025.

Premium

Data migration is available for all returns in tax years 2023 and 2024. Migration of the 2025 estimate returns is also available.

New availability of data migration for the Premium product will be released as follows:

FAQs

Will I need to migrate my data more than once?

Data migration captures all return data present at the time the export file is created. You will not need to migrate data more than once unless you continue to prepare returns in Enterprise

How do I migrate my municipal data from Enterprise to Stratus?

There is no data migration for the Municipal product. However, you can import or copy and paste data into the Input Schedule within Stratus to populate your municipal returns.

Overpayments for KY, may be copied from the summary of taxes in Enterprise to the applicable input schedule in Stratus

Do I need to migrate all my companies and tax years at one time?

You may select which companies and tax years you want to migrate and use in Stratus for Premium Tax. Allocator, Municipal and Forms+ are now only available in Stratus.

Do I need to follow a specific naming convention when creating my export files?

The file names are automatically generated during the export process. A file will be created for each Company, Tax year, product, and module (if applicable).

Exported files have a standard naming convention of 2-digit tax year_FEIN_Product_Company Type_Module (ex: 25_99-9999999_Premium_Life_Annual.DBXP)

How do I verify that my data in Enterprise matches the values now contained in Stratus?

Every field in Enterprise for each equivalent schedule and return has been mapped to the corresponding fields in Stratus. Because each value is sourced into Stratus as an override and the returns are locked, certain calculations will not run. Our recommendation would be to verify the data contained on your most complex or largest returns and perform a review of the data in the schedules.

Data migration is only available for Tax Years 2023 and forward, what happens to our historical data prior to 2023?

You will still have access to all of your company’s historical data in Premium Pro Enterprise.