Add GoSystem Tax RS as a vendor in AdvanceFlow engagements
You can import AdvanceFlow trial balances into GoSystem Tax RS. Before you can do that, you'll have to add it as a vendor in AdvanceFlow. Follow these steps to get started.
- Sign in to AdvanceFlow.
- Select
Setup, thenFirm Settings. - Under Tax Information, mark theGoSystem Tax RScheckbox, then selectSave.
- Return to theEngagement dashboardand select the name of an engagement to view it.noteIf the engagement is not on yourEngagement dashboard, useOpen engagementsto add it.
- Select thePropertiestab from the navigation pane.
- Under Tax information, selectGoSystem Tax RSfrom theVendordropdown list.noteWhen you selectGoSystem Tax RSas theVendor, theEntitydropdown list will include all of the supported entity types you're able to import in GoSystem Tax RS.
- SelectSave.
Import AdvanceFlow trial balances in GoSystem Tax RS 2020 and later
Before you import your AdvanceFlow 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 AdvanceFlow are listed in theEntitydropdown 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 AdvanceFlow.
- Select the Returns tab and choose the return you want to import balances for.cautionDo not open the locator yet.
- SelectTrial Balance, thenAdvanceFlow.
- Sign in to AdvanceFlow.
- 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
- Select your client from the client filter.
- Select an engagement for your client.
- Wait until GoSystem Tax RS notifies you that the import is complete.
- SelectDone.
Review your import in the Trial balance window. You can select
Update Organizer
, then Compute
to populate your locator.Import AdvanceFlow trial balances in GoSystem Tax RS 2019 and earlier
Before you import your AdvanceFlow 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 AdvanceFlow are listed in theEntitydropdown 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 AdvanceFlow.
- Open the tax return/locator in GoSystem Tax RS, then selectFile.
- SelectImport, thenAdvanceFlow.
- Enter your AdvanceFlow sign in information and selectOK.
- Select the client you want to import, thenNext.
- SelectFinishwhen you've completed the import.