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Preseason processing

Transfer a locator from one internal account to another

To transfer a locator from one GoSystem Tax account to another account within the same organization, simply follow the steps below:
  1. Go to
    Returns Processing, Transfer, Select Returns
    .
  2. Select the
    Account
     where the locators reside, and select
    Next
    .
  3. Select the locators, and click
    Next
    .
  4. Select one of the following options:
    1. Copy
       (make a copy of the locators - a new locator number will be generated for each locator copied)
    2. Move
       (send the locators without making a copy)
  5. Select
    Next
    .
  6. Select the
    Internal Account
     option and click the dropdown to select the internal destination account. Then select
    Done
    . Performing a transfer will affect all years associated with the specified locator number. To transfer a specific year, you must create a copy of the locator by using the
    Save As
     function in the Returns locator list and then transfer that copied locator.

This article applies to:

  • Product: GoSystem Tax RS

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