If a client moves from another Accountant using Online Bureau to you, or vice versa, you can request to migrate their Online Bureau data over.

This means employees retain their login details and existing data, and the new Accountant doesn't need to set up Online Bureau.

Follow the steps below to request a migration.

 NOTE: It's not possible to migrate a company between Online Bureau and Sage HR Online Services. If you use Sage HR and need to delete a company, follow our company deletions - Sage HR Online Services article. 

To request a Migration, both the new and former Accountant must complete our online form. 

If one Accountant fails to complete the form, or enters any information incorrectly, we can't complete the migration.

 NOTE: The service level for the migration is two working days, from when both Accountants submit the form. 

Request the migration

To avoid any delays, complete the form fully and as accurately as possible. In particular, ensure the company name and PAYE reference is correct, matching how it appears in the Online Bureau portal.

Ensure the other Accountant is aware of the process and the requirement that they complete the Migration form below.

To request the Migration, complete this form.

Next steps

When we complete the migration, the company in question is available alongside the other companies in the new Accountant's online portal. You can now use this company as normal.

At this point, the company no longer appears in the former Accountant's online portal.