Setup for Internal and External Locator Transfers
note
This process is
only applicable to GoSystem Tax
.You need to have transfer rights to transfer locators. If you do not have the transfer rights, your RS Administrator can grant you permission.
Please call support before continuing and downloading the Locator Transfer Form.
- Log in to GoSystem® Tax.
- Go toAdmin, Access Control, Userstab.
- Select the appropriate user.
- SelectEdit.
- Select theAdministratoroption to assign all administrative rights, such asTransferfor internal locator transfer andTransferandExternal Transferrights for external locator transfer.
- Clear the check marks for any rights not necessary.
- SelectUpdate.
- Log back into your account.