GoSystem Tax RS integration 2020 and later

Pre-export steps

In the Tax information section of
Setup
then
Chart of Accounts
screen.
In the data-entry grid in the
Actions
then
Enter Trial Balance
screen.
note
If the data-entry grid doesn’t include a
Tax Code
column, select 
View Maintenance
, and then add a column for tax codes.

Create the export file

Select
File
>
Export
>
Client Data
.
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.)
Select
GoSystem Tax
from the dropdown in the
Export to program
field.
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.)
Specify the tax year of the data to be exported by selecting it from the F4 dropdown list.
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.
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.

Transfer the export file in GoSystem Tax RS

From the
Returns
tab, mark the checkbox to select the return to import balances into.
Select
Trial Balance
then the application.
In the new window, select the file to import in step 1.
In step 2, mark the checkbox for each type of item to import into GoSystem Tax RS and specify the type of balances to import.
Step 3 will inform you that the import is complete.