Send completed questionnaires to GoSystem Tax

When taxpayers have completed their questionnaires, you need to send them to GoSystem Tax so the information will be imported into the taxpayer’s return. You can use the status report to identify what returns are ready for you to send.
  1. Select
    Returns
    from the menu.
  2. Select the
    Show/Hide Columns
    gear icon .
  3. Select
    MyTaxInfo
    , then
    Apply
    .
  4. Locate the desired taxpayer and select
    Launch
    from the
    MyTaxInfo
    column.
  5. Select
    Send to GoSystem Tax RS
    , located on the Dashboard.

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