Integration with GoSystem Tax RS

GoSystem Tax RS

Creating a binder is a starting point from where you can submit your client's tax documents and have them processed through OCR, get verified, and go into SPbinder for preparation. You can create a binder for your client by providing basic information about the type of binder you want to create. At this stage, you can set which firm user should be the Owner, the office location, binder access permissions, and binder tax year.
When you create a binder in FileRoom, SurePrep gets your client's information from the tax application and creates a binder specifically catered for that taxpayer client. The information fetched from your client's tax application file is used to create placeholders called “proforma” (for example, W-2 proforma placeholder for “ABCD, Inc.”). In SPBinder, you can organize documents to their respective (proforma) categories and export the data to the correct entities in the tax application. 
You will need to upload the client's most recent tax application file details. Before creating a binder, make sure the client is created or proforma (roll forwarded) to the current tax year.
When submitting binders in FileRoom, you'll need to upload the client's most recent locator. You can upload binders as in-house or outsource services.
note
If you are using
1040SCANverify Onshore
&
1040SCANverify Offshore
services then follow the instructions listed under the following
In-house
section.

In-house binders

  1. In
    FileRoom
    , point to the
    Create New Binder
    caret icon
  2. Point to
    1040
    .
  3. Select from the following services:
    • 1040 SCAN PRO
    • 1040SCAN ORGANIZE
    • SPbinder
    • * 1040SCANverify Onshore
      &
      1040SCANverify Offshore
    *
    while
    1040SCANverify Onshore/Offshore
    are not In-house services, the same instructions can apply as other In-house services.
  4. Open the downloaded PBFX file after it downloads.
    note
    • In Chrome and Edge browsers, you can select
      Always open files of this type
      to automatically open the PBFX file next time you need to create a binder.
    • If the PBFX file doesn’t open the
      Create New Binder
      window then make sure the following steps have been completed:
      1. SPbinder must be installed on your device. .
      2. Check if the PBFX file is set to open SPbinder. .
  5. When the
    Create New Binder
    wizard opens, go to the
    Select Binder Options
    section, and select the options. All options with a (red) border on the left of the field are required.
    Under the
    Select Binder Template
    section, select the template with the tax year and
    GoSystem Tax RS
    as the tax application.
  6. Under
    Select Source Documents
    , select
    Browse
    .
    Select your source documents, then select 
    Open
     to attach the source documents.
  7. Go to the
    Select GoSystem Tax RS return
    section, then select the
    Account
    option your client's tax return is located in. Skip to the next step if the
    Account
    is preselected.
    If your firm has more than 1 account ID, select the
    Account
    option and select the account ID in GoSystem Tax RS.
    The account IDs added at
    Admin
    Account Setup
    Tax File Activation
    GoSystem Tax RS
    will be displayed in the dropdown list. View Tax File Activation for GoSystem Tax RS. 
  8. If the name of the 1st selected source document matches the Return, then the
    Return
    ID and
    SP Client ID
    fields will automatically populate based on the source document name.
  9. If the name of the 1st selected source document doesn't match the locator, then the
    Return
    ID field will populate incorrectly. In that case, enter the correct
    Return
    ID from GoSystem Tax RS in the
    Return
    field.
    Enter any unique identifier text in the
    SP Client ID
    field.
    SP Client ID
    can be the same as
    Return
    ID, however, no 2 binders can have the same
    SP Client ID
    .
    note
    You can find your client's
    Return
    ID in GoSystem Tax RS under the
    Return
    column.
  10. If your client's return is password protected in GoSystem Tax RS, select the
    Return is Password Protected
    checkbox to enable the
    Password
    field. Type the password for the return in the
    Password
    field. Skip to the next step if your client's return is not password protected.
  11. Select
    Submit
    to submit the binder.

Outsource binders

  1. Before creating an outsource binder (
    Outsource Onshore/Offshore
    only), you must first assign a locator to SurePrep.
  2. In FileRoom, point to the
    Create New Binder
    caret icon.
  3. Point to
    1040
    .
  4. Select from the following services:
    • Outsource Onshore
    • Outsource Offshore
  5. Open the downloaded PBFX file after it downloads.
    note
    • In Chrome and Edge browsers, you can select
      Always open files of this type
      to automatically open the PBFX file next time you need to create a binder.
    • If the PBFX file doesn’t open the
      Create New Binder
      window then make sure the following steps have been completed:
      1. SPbinder must be installed on your device. .
      2. Check if the PBFX file is set to open SPbinder. .
  6. When the
    Create New Binder
    wizard opens, go to the
    Select Binder Options
    section, and select the options. All options with a (red) border on the left of the field are required.
  7. Under
    Select Binder Template
    , select the template with the tax year and
    GoSystem Tax RS
    as the tax application.
  8. Under
    Select Source Documents
    , select
    Browse
    .
    Select your source documents, then select 
    Open
     to attach the source documents.
  9. Go to the
    Select GoSystem Tax RS return
    section, then select the
    Account
    option your client's tax return is located in. Skip to the next step if the
    Account
    is preselected.
    If your firm has more than 1 account ID, you can select the
    Account
    option, then select the account ID.
    The account IDs added at
    Admin
    Account Setup
    Tax File Activation
    GoSystem Tax RS
    will be displayed in the dropdown list.
    View Tax File Activation for GoSystem Tax RS.
  10. If the name of the 1st selected source document matches the Return, then the (tax)
    Return
    ID and
    SP Client ID
    fields will automatically populate based on the source document name.
  11. If the (tax)
    Return
    ID is populated incorrectly in the
    Return
    field, enter the correct
    Return
    ID from GoSystem Tax RS in the
    Return
    field.
    Enter any unique identifier text in the
    SP Client ID
    field.
    SP Client ID
    can be the same as
    Return
    ID, however, no 2 binders can have the same
    SP Client ID
    .
    note
    You can find your client's
    Return
    number in GoSystem Tax RS.
  12. If your client's return is password protected in GoSystem Tax RS, select the
    Return is Password Protected
    checkbox to enable the
    Password
    field. Type the password for the return in the
    Password
    field. Skip to the next step if your client's return is not password protected.
  13. Select
    Submit
    to submit the binder.

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration