Prepare GoSystem Tax data for conversion to UltraTax CS

The first step to prepare data for conversion from GoSystem Tax RS to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS. Note only requests submitted by a Source Account contact can be processed.
Before you provide data to convert
Complete the following before you prepare data for conversion:
  • Remove any client passwords:
    You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
  • Rename, renumber, or modify client IDs
    . The Conversion Team will use the same client IDs in your old software. If you need to modify any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in .
Prepare data for conversion
  1. Download and save a copy of the Locator Transfer Request form.
    • and information.
    • Add all locators that you want to convert to (include the Locator Number, Name, and Type).
  2. Go to the
    2. Transfer Request Form
    tab in the spreadsheet.
  3. Select the
    GST to UT Conversion
    checkbox.
  4. Complete the
    Source / Sending Firm
    section. All fields are required. We can't process requests with missing information in this section.
  5. Complete the
    Destination / Receiving Firm
    section. We need at least the
    Firm name
    ,
    Destination Account number
    and Income Tax products selection.
  6. Have the Source Account contact complete the
    Print Name
    and
    Signature
    fields. We will only process requests submitted by the RS Administrator on the Client Information Form (CIF) of the Source Account. If you don't have e-signature capabilities, print the completed Transfer Request Form, sign it, then scan to PDF and submit the form along with the completed list using tab 3 or 4.
  7. If you're copying or moving locators from multiple Source Accounts, you'll need separate requests for each Source Account. Send each completed request in a separate email.
  8. Complete tab
    3. GoRS or ExRS ONLY
    for locators being transferred from GoSystem RS and/or Express RS. Complete tab
    4. Binder Mapping for OIT
    if locators are being transferred into or out of ONESOURCE Income Tax RS.
  9. For transfers into and out of ONESOURCE Income Tax RS, you must complete the Binder Mapping for each individual locator being transferred. Due to the nature of the application, where each tax year has a unique Locator number, we can not accept "All Years" as the Year designation. Complete the
    Binder Mapping for OIT
    tab by Destination Account before submitting your transfer request. For example,
    C0002468
    for OIT, or
    123ABC
    for GST.
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