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Integration with GoSystem Tax RS

Tax File Activation on web for GoSystem Tax RS API

Tax File Activation (on web) lets SurePrep communicate with your tax software using your tax software's API. By completing this mandatory API set up, your firm will gain additional features like
Live Sync
and Fetch Deliverables.

Before you begin

Complete the following checklist items before proceeding forward:
  1. New GoSystem Customers: If your firm is new to SurePrep and is currently not set up with GoSystem, you need to first complete the traditional tax software (GoSystem Tax RS) integration setup with SurePrep (i.e. Tax File Activation) before you continue to the next step.
    Existing GoSystem Customers: Skip to the next step if your firm is already using SurePrep to SPbinder, or DRL (in TaxCaddy). If your firm is new to SurePrep and not set up with GoSystem, you need to first complete the traditional tax software (GoSystem Tax RS) integration setup with SurePrep (that is, Tax File Activation).
  3. Select
    Create an account
     to create a developer account.
  4. After creating a Thomson Reuters developer account, download and fill out the GoSystem Tax RS API request form.
  5. Submit the GoSystem Tax RS API request PDF form to SurePrep. If you will be using the Live Sync feature, then request the Support expert to enable Live Sync for your firm.

Connect GoSystem Tax RS API with SurePrep

After you submit the GoSystem API request form, please wait 1-5 business days then follow these steps to connect GoSystem Tax RS API with SurePrep:
  1. Sign in to the Thomson Reuters Developers page.
  2. Select
    App management
    .
  3. You will see your firm's API app. Select
    Manage settings
    .
  4. Locate the
    Client ID
     and
    Client Secret
    . Keep the current tab open since you'll need these 2 fields soon.
  5. Open a new tab, go to SurePrep
    FileRoom
    ,
    Admin
    ,
    ACCOUNT SETUP
    , then
    Tax File Activation Web
    .
  6. Select
    GoSystem Tax RS
    .
  7. Enter information for all the fields. Use the following table to get the details:
    Form Field
    Steps
    Firm
    1. Enter your firm's designated account ID in GoSystem Tax RS.
    This is a 4-digit alphanumeric account ID used during the GoSystem Tax Login process (for example, 100A, 200B, 300C)
    If your firm has a parent Firm ID and multiple sub-accounts, please enter the parent Firm ID here. You can enter the sub-accounts in the Tax File Activation window step.
    Consumer Key
    2. Switch back to the Thomson Reuters Developers tab, then select
    Copy
     to copy the
    Client ID
    .
    3. Paste the
    Client ID
    to the
    Consumer Key
     field in SurePrep's
    Account Admin
     tab.
    Consumer Secret
    4. Switch back to the Thomson Reuters Developers tab, then select
    Copy
     to copy the
    Client Secret
    .
    5. Paste the
    Client ID
     into the
    Client Secret
     field in SurePrep's Account Admin tab.
  8. After entering all the fields, select
    Generate
    .
  9. Your firm's GoSystem Tax RS API authentication token will appear in the list.

What's next?

After completing the setup, you are now ready to use the following features:
Features available after GoSystem Tax RS API token authentication
Product
Description
Create a Custom Document Request List (DRL)
TaxCaddy
Automates the task of requesting tax documents from your clients based on the proforma information in the tax software.
Create binders
SPbinder
Starting point where you can submit your client's tax documents and have them processed through OCR, get verified, and go into SPbinder for preparation.
Live Sync
SPbinder
Your firm can use the Live Sync feature to automatically synchronize information from SPbinder into the tax software in real time.
Before you enable Live Sync, you will need to first set up GoSystem Tax RS API authentication token with SurePrep as described in this article.
Take a tour of Live Sync Overview.
Fetch Deliverables
Reviewer Dashboard
Fetch deliverables lets you get tax returns, tax payments, and e-file authorizations directly from GoSystem Tax RS and deliver them to your clients' TaxCaddy account.
You save time from manually printing the tax return, splitting it, and then manually uploading the PDF.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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