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Integrate data with other applications

GoSystem Tax RS integration 2019 and earlier

Use the following procedures to transfer general ledger account balances, tax code information, and journal entry detail froma client into the client's database within GoSystem Tax RS (v.12-2 and higher). The export file (XML format) contains application tax codes that are automatically mapped to the corresponding Tax Return Codes and M-3 Return codes when they are imported.
The tax code assignments that you make in the application for specific general ledger accounts enable GoSystem Tax RS to carry account balances to the proper lines on the appropriate tax forms.
If you use method 1, verify that the data paths are set up correctly in both applications prior to transferring account balances from the application to GoSystem Tax RS.
To set up file locations for GoSystem Tax RS and other applications: Select
Setup
 >
File Locations
 >
Export
 tab.
Do the following to transfer a client's general ledger account balances from the application to GoSystem Tax RS.

Pre-import steps

Assign the appropriate tax codes for the selected client. You can enter these codes in either of the following screens.
  • In the Tax information section of the
    Setup
     >
    Chart of Accounts
     screen.
  • In the data-entry grid in the
    Actions
     >
    Enter Trial Balance
     screen.
    note
    If the data-entry grid doesn’t include a
    Tax Code
     column, select 
    View Maintenance
     at the top of the screen, then add a column for tax codes.

2 methods for integrating with GoSystem Tax RS

  • Method 1:
     (Intended for use in, but not limited to the application in the Virtual Office CS environment.) Manually create the export file via the Export Client Data wizard in the application and then import the file into GoSystem Tax RS.
  • Method 2:
     Initiate the generation of the export file from the application within GoSystem Tax RS, and then import the client data.
Method 1:
 Steps in to create the export file.
  1. Select
    File
     >
    Export
     >
    Client Data
    .
  2. In the
    Export Client Data Wizard
    , select the client from the dropdown or mark the
    Perform batch export of client data
     checkbox to select multiple clients. (You can select multiple clients on the next screen when this checkbox is marked.)
  3. Select GoSystem Tax from the dropdown in the
    Export to program
     field.
  4. Enter the path or go to the client data file. (The default data file location for each export type can be defined in the Export Data tab of the
    Setup
     >
    File Locations
     window.)
  5. Specify the tax year of the data to be exported by selecting it from the F4 dropdown list.
  6. For a single client export:
     select
    Export
     to create the export file for the selected client, and then view or print the Tax Export Diagnostics report.
  7. For batch export:
     select
    Next
     to select multiple clients for batch processing, and then select
    Export
     to create the export files for the selected clients and view or print the Tax Export Diagnostic report.
Steps in GoSystem Tax RS to transfer the export file from the application.
  1. From the
    Returns
     tab, mark the checkbox to select the return to import balances into.
  2. Select
    Trial Balance
    .
  3. In the new window, select the file to import in Step 1.
  4. In Step 2, select the checkbox for each type of item to import into GoSystem Tax RS and specify the type of balances to import.
  5. Step 3 will inform you that the import is complete.
Method 2:
 Steps in GoSystem Tax RS to request the generation of the export file from the application.
  1. Open the client in GoSystem Tax RS and select
    File
     >
    Import
    .
  2. In the Creative Solutions Import Wizard, go to  the location of the  application files (for example,
    C:\Program Files (x86)\Creative Solutions\the appliciation
    ).
  3. In the bottom section of the Creative Solutions Import wizard, select the client whose balances you want to import, then select
    Next
    .
    note
    If there are no clients listed in Creative Solutions Import wizard, verify that the locations of the program files are specified correctly.
  4. Mark the checkbox for each type of item to import into GoSystem Tax RS.
  5. Specify the type of balances to import and select
    Next
    .
  6. After the import is complete, select
    Options
     >
    Merge Now
     in the GoSystem Trial Balance so that balances can flow into the Tax Forms within the application.
  7. Select
    Finish
    .
note
Integration is available with GoSystem Tax RS v.12-2 and higher.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Integration

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