Transfer a locator from one internal account to another
To transfer a locator from one GoSystem Tax account to another account within the same organization, simply follow the steps below:
- Go toReturns Processing, Transfer, Select Returns.
- Select theAccountwhere the locators reside, and selectNext.
- Select the locators, and clickNext.
- Select one of the following options:
- Copy(make a copy of the locators - a new locator number will be generated for each locator copied)
- Move(send the locators without making a copy)
- SelectNext.
- Select theInternal Accountoption and click the dropdown to select the internal destination account. Then selectDone. Performing a transfer will affect all years associated with the specified locator number. To transfer a specific year, you must create a copy of the locator by using theSave Asfunction in the Returns locator list and then transfer that copied locator.
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