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Integration with GoSystem Tax RS

Integrating GoSystem accounts with SurePrep

Tax File Activation allows you to integrate GoSystem Tax RS account(s) with SurePrep and enter the GoSystem user login(s) to be used by SurePrep on Outsource binders. Once that's completed, you can transfer proforma files and export files from and to GoSystem Tax RS.

Step 1: Adding GoSystem Tax RS account to SurePrep

Follow these steps to integrate GoSystem Tax RS account:
Go to
FileRoom
,
Admin
,
Account Setup
, then
Tax File Activation
.
Open the PBFX file once it completes downloading.
When the
Tax File Activation
 window appears, select the
GoSystem Tax RS
 tab if it's not already selected.
Select
Add New Account
, then enter the GoSystem Tax RS Account ID in the
GoSystem Account
 field. The Account ID must consist of 4 characters.
The Account ID entered here must be the same as that created in GoSystem Tax RS.
The newly added Account ID appears with the
Pending Activation
 status.

Step 2: Setting up SurePrep Integration with GoSystem Tax RS

After adding GoSystem Account ID to
FileRoom
,
Admin
,
Account Setup
,
Tax File Activation
, then
GoSystem
, you'll receive a confirmation email with instructions on how to setup FileRoom integration (approximately 3 business days). Once that's completed, you can transfer proforma files and export files from and to GoSystem Tax RS. You'll first need to have access to all of the returns in GoSystem that will be prepared using SPbinder.
Follow these steps to setup FileRoom integration in GoSystem Tax RS:
  1. Log into GoSystem Tax RS, go to
    Admin
    ,
    Access Control
    , then
    Users
    .
  2. Select a user with admin rights (Users displayed in
    bold
     text have admin rights) then select
    Edit
    .
  3. Select the
    SurePrep
     tab.
  4. For this particular user, you will have to enter the following information on the new
    SurePrep
     tab:
    SurePrep Domain
    – Enter your SurePrep Firm ID (for example BL-01, SPT-21)
    SurePrep Login
    – Enter
    SurePrepConnect
    .
  5. Once the SurePrep Domain and SurePrep Login information are entered, select
    Update
    . You are now ready to use SurePrep with GoSystem Tax RS.
  6. Go to
    FileRoom
    ,
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    GoSystem
    .
  7. Select
    Activate
     to activate that Account ID in FileRoom.
  8. On the
    GoSystem Tax RS Locator Number
     window, enter a valid unlocked locator number for the current year (1040 return type only), then select
    OK
    .
  9. Once the necessary steps are completed, the account will get activated and the status will change to
    Activated
    .

Step 3: Tax File Activation Web

Tax File Activation (on Web) allows SurePrep to communicate with your tax software using your tax software's API.

GoSystem User Logins (For Outsource only)

Under this tab, you can add user logins for the GoSystem Account if the return is to be submitted to SurePrep for full preparation.
Enter the GoSystem Account (this is the same account ID that you use to login to GoSystem Tax RS).
Select
Add New Login
. A new row will be added wherein you can enter the following:
User Login:
 Enter your user login.
Password:
 The password must be 8 characters to 40 characters in length and contain an uppercase letter, a lowercase letter, and a number.
GS Group Location:
 Type in the location through which you have set-up the login with GoSystem Tax RS.
Select the
Save
 icon to save the settings.
Select the
Cancel
 icon to discard changes.
Created By
,
Created On
,
Modified By
, and
Modified On
fields will be auto populated.
Select the
Help
 icon to see the help section for GoSystem tax file activation.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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