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Fixed Assets and GoSystem Tax integration

Import Fixed Asset data

Once you've set up your data and state depreciation, you're ready to begin your import.

Activate the Fixed Assets CS export option

  1. Open Fixed Assets CS and the client file you want to import into GoSystem Tax.
    note
    Note the Client ID number. You'll need it later in the process.
  2. Select
    Setup
    , then
    Options
    , then
    Miscellaneous
     tab.
  3. Select
    Create depreciation export file for GoSystem Tax
    . Once you turn on this option for your client, you don't need to perform this step again unless you want to make changes. Each time you close your client file, Fixed Assets CS creates a GoSystem Tax export file.
  4. Selecting
    Prompt to create
     displays a prompt each time you close the client file that lets you create or not create the new file. Select
    OK
    .
  5. Close the client file, and select
    Yes
     to create the GoSystem Tax export file.
    note
    Contact a Fixed Assets CS tech support if the GoSystem Tax export options don’t appear. Call 1-800-968-0600 and listen to the phone prompts for Support on UltraTax CS and Fixed Assets CS or help on UltraTax CS for Windows or Fixed Assets CS for Windows.

Create your batch import in the RS browser

Importing your Fixed Assets CS data is similar to other imports and data conversions in GoSystem Tax. Begin with the
Returns Processing
 option in the RS Browser to create a batch and then import.
  1. Sign in to GoSystem Tax.
  2. Select
    Returns Processing
    , then
    Import/Export
    , then
    Import
    .
  3. Select the Account number, Tax Year, Return Type, and other sorting criteria to locate the return that you want to import Fixed Assets CS data, and select
    Continue
    .
  4. The RS Browser shows a list of the returns that meet the criteria you identified. Select the relevant return, and select
    Continue
    .
    note
    Can’t find the return you are looking for? Make sure you select Fixed Assets CS or greater as your tax Year. Also, the RS Browser
    Sort List by
     option defaults to
    Locator
    number. If you want to search for your return by name, select the
    Name
    option in the
    Sort List by
     category, and then enter the taxpayer name in the
    Match Characters
     checkbox.
  5. Once the Fixed Assets CS
    Import
    (file selection and execution) page appears, select
    Browse for File
     and go to the location of the Fixed Assets CS file that you want to import.
  6. Go to your
    WinCSI
     folder on your hard drive. Open the
    DeprData
     folder. Find the file name containing the export (XP) file name identifier to be imported. Select the
    XP
     file name, then
    Open
    .
    note
    Fixed Assets CS uses
    WinCSI\DeprData
     as the default location for your depreciation data, if you store your data or export file in a different location, you'll need to go to that location to open your client files.
  7. Select the
    Next
     button after the upload is complete.
  8. Select
    Import
    to initiate the file import.
  9. When the import process has been started, the DSW Import window shown following will display. It shows the assigned Batch job number and indicates that the return has been queued for import.
  10. Note the
    Import Batch Job number
    , select
    OK
    , and then
    Batch Status
    .
  11. Enter the date range of the batch job you submitted, and select
    Continue
    .
  12. A list of batch jobs for the criteria you established appears. Select
    Batch ID
     to view a detailed status of the batch you created.
  13. On the Fixed Assets CS
    Import Batch
     details page, once the
    Import Status
     reflects
    File Import Complete
    , you are then ready to open the return to review the results of your import. Select
    Returns
     on the top menu and enter the criteria to locate the return.
    note
    The length of time required to complete your import varies depending upon the amount of data imported and the speed of your Internet connection.

This article applies to:

  • Product: GoSystem Tax RS,Fixed Assets CS
  • Subject: Import,Export,Integration

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