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This article applies to:

  • Product: Engagement Manager
  • Subject: Integration

Add GoSystem Tax RS as a vendor in engagements

You can import Engagement Manager trial balances into GoSystem Tax RS. Before you can do that, you'll have to add it as a vendor in Engagement Manager. Follow these steps to get started.
  1. Sign in to Engagement Manager.
  2. Select
    Setup
     , then
    Firm Settings
    .
  3. Under Tax Information, mark the
    GoSystem Tax RS
     checkbox, then select
    Save
    .
  4. Return to the
    Engagement dashboard
     and select the name of an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  5. Select the
    Properties
     tab from the navigation pane.
  6. Under Tax information, select
    GoSystem Tax RS
     from the
    Vendor
     dropdown list.
    note
    When you select
    GoSystem Tax RS
     as the
    Vendor
    , the
    Entity
     dropdown list will include all of the supported entity types you're able to import in GoSystem Tax RS.
  7. Select
    Save
    .

Import trial balances in GoSystem Tax RS 2020 and later

Before you import your balances, make sure GoSystem Tax is selected as a vendor for your engagement.
tip
  • All entity types that GoSystem Tax RS supports for import from Engagement Manager are listed in the
    Entity
     dropdown of the Engagement Properties screen.
  • If you use GoSystem Tax subcodes, they should be three numeric digits in length. GoSystem Tax will fill in zeros until the subcode is three digits long, but also considers subcodes "1" and "01" to be different subcodes (even though they both end up as "001").
As a licensed user of GoSystem Tax RS, you can transfer your account balances, tax code information, and journal entries from Engagement Manager.
  1. Select the Returns tab and choose the return you want to import balances for.
    caution
    Do not open the locator yet.
  2. Select
    Trial Balance
    , then
    Engagement Manager
    .
  3. Sign in to Engagement Manager.
  4. Choose the items you want to import. Options include:
    • Prior Year
    • Tax Return Codes
    • Property Codes
    • Suppress RE Ending Balances
    • Current Year Balances MRC Codes
    • Import balance as Adjusted Balance or Tax Balance
  5. Select your client from the client filter.
  6. Select an engagement for your client.
  7. Wait until GoSystem Tax RS notifies you that the import is complete.
  8. Select
    Done
    .
Review your import in the Trial balance window. You can select
Update Organizer
, then
Compute
 to populate your locator.

Import trial balances in GoSystem Tax RS 2019 and earlier

Before you import your Engagement Manager balances, make sure GoSystem Tax is selected as a vendor for your engagement.
tip
  • All entity types that GoSystem Tax RS supports for import from Engagement Manager are listed in the
    Entity
     dropdown of the Engagement Properties screen.
  • If you use GoSystem Tax subcodes, they should be three numeric digits in length. GoSystem Tax will fill in zeros until the subcode is three digits long, but also considers subcodes "1" and "01" to be different subcodes (even though they both end up as "001").
As a licensed user of GoSystem Tax RS, you can transfer your account balances, tax code information, and journal entries from Engagement Manager.
  1. Open the tax return/locator in GoSystem Tax RS, then select
    File
    .
  2. Select
    Import
    , then
    Engagement Manager
    .
  3. Enter your Engagement Manager sign in information and select
    OK
    .
  4. Select the client you want to import, then
    Next
    .
  5. Select
    Finish
     when you've completed the import.

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