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Additional questionnaire information

Preparer questions

Several questions in the Questionnaire are labeled
Preparer
 and can only be answered by the preparer. The taxpayer doesn't see these questions.

Prior year amounts

For a return rolled over from the previous year, prior year proforma’d amounts are visible as a prompt for what to enter in the current year. These proforma’d amounts appear as a gray noneditable box next to the current year field.

Delete an item

When the taxpayer deletes an item rolled over from the previous year, it's visible to the preparer in the
Deleted
 section of that category. The preparer can approve or reject the items deleted by the taxpayer.

Non-U.S. currency and exchange rate

The Questionnaire lets the taxpayer use any currency. As the preparer, you can change the Non-US Currency setting for a certain Questionnaire, which will override the Account setting. To change the Non-US Currency setting for a certain Questionnaire, go to the Initial Questionnaire screen and select
Enable Multi-Currency
.
You can also change the
Exchange Rate Type
. Your choices are
Year End Rate
, a
weighted average
, or a
spot rate
. The default is
Year End Rate
. If you select spot rate, you'll need to also select the date you want the rate for.

Lock/unlock questionnaire

Once the taxpayer submits the completed Questionnaire, it is locked. The taxpayer can't make any changes to it. During your review process. If you want the taxpayer to answer some additional questions, you can unlock the Questionnaire.
Select the arrow next to your name to lock or unlock the Questionnaire.

Inactivity threshold

Your session will automatically timeout after 15 minutes of inactivity.

This article applies to:

  • Product: GoSystem Tax RS

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