Send GoSystem Tax RS returns to NetClient CS

Setup in GoSystem Tax RS

Go to
Admin
Firm Configuration
General Options
in the GoSystem RS Browser.
note
You need to have administrator permissions to see this option.
Select the
Retrieve NetClient CS Account
button to retrieve the Firm ID - GST Code mapping for the corresponding firm. If the Retrieve NetClient CS Account button is disabled, the account info has already been retrieved.
After retrieving the NetClient CS Account, you will be prompted to retrieve the list of active NetClient CS users.
Mark
Enable NetClient CS Integration
, and select
Enter
.

Uploading a return to NetClient CS

Go to
Returns Processing
Print
NetClient CS
.
Select the corresponding
Account
and
Year
, and select
Continue
.
note
This feature is available only for 1040 returns starting with tax year 2010 and later.
Select the corresponding NetClient CS user from the dropdown list for each return you want to upload, mark the checkbox in the
Select
column, and select
Submit
.
note
Returns need to be opened and computed before they can be selected for upload.
Following the submission process, you will be prompted with a NetClient Upload screen and a Batch number.
When the PDF upload process is complete, the NetClient CS user will receive an email notification with instructions on how to access a copy of their return via the NetClient CS portal. New users will receive a registration email with steps they need to follow to create a sign in and password for NetClient CS to view their return.

NetClient CS batch status

Go to
Returns Processing
Print
NetClient CS
Batch Status
.
Enter a date in the
From
field and the
To
field (if necessary), and select
Continue
.
You will see a list of batches for the range. Select the hyperlink in the
Batch ID
column to determine the status of that job.

Adding NetClient CS Users

Go to
Returns Processing
Print
NetClient CS
Users
and select the
Add
button.
Enter information in the required fields (First Name, Last Name, and Email).
Select
Update
.

Editing NetClient CS Users

Sync NetClient Users

Cleanup of tax Documents

Sign in to a NetStaff CS account.
Select the
Administration
button.
Go to
Utilities
Cleanup
GoSystem Tax Documents
.
Mark the checkbox for the client documents you want to delete.
Select the
Delete Clients
button.
Select
OK
in the window that opens to double check your selection.
This feature will only delete the tax documents for the corresponding client and has no impact on any data stored in GoSystem Tax RS.