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PTP - PTP Tax & Corporation Tax Platform Migration Guide

Article ID

ptp-ptp-tax-corporation-tax-platform-migration-guide

Article Name

PTP - PTP Tax & Corporation Tax Platform Migration Guide

Created Date

10th February 2023

Product

Problem

I need to migrate PTP Tax Platform to a new machine. How do i do this?

Resolution

This migration guide addresses how to migrate the database to a new installation of PTP Tax Platform.

1. Install PTP Tax Platform on the new machine. Click here to view the PTP Tax Platform installation guide and obtain the download.

2. Copy the PTPData folder from the old machine onto a storage medium, i.e External Hard Drive or Memory Stick.

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If you are unsure on where your PTPData folder is, please click here to help identify the location.

3. On the new machine, rename the existing PTPData folder to PTPData.old. Once completed, copy and paste the PTPData folder from your storage medium into the PTP folder, it should look like the screenshot below.

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4. Try launching PTP Tax Platform or CT Platform and check that the software is working and shows your clients. Any issues, please contact support for further assistance.

5. If you are deploying PTP Tax Platform over a network, please click here on how to do this.

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