About GoSystem Tax RS conversions
The Tax Data Conversion Service converts your firm's data in another tax program so you can prepare organizers and tax returns in GoSystem Tax RS. We changed how converted data is processed.
Starting with the tax year 2024 and later, all returns convert into the same tax year.
Historically, for tax years 2023 and prior, most competitive conversions into GoSystem Tax RS were processed as current-year to future-year. This model had the following limitations:
- A competitor's current-year return was converted into the following year's GoSystem Tax RS return.
- Data was not available to view or edit in the same tax year.
- Data was not available until later in the filing season.
To support firms migrating mid-year and to give earlier access to converted data, GoSystem Tax RS conversions were updated to an industry-standard current-year to current-year model. This change aligns GoSystem Tax RS with industry standards and improves your migration experience and timing. Benefits include:
- A competitor's current-year tax return converts into the same tax year in GoSystem Tax RS.
- You can review converted data earlier.
- Converted returns are immediately available to roll over into the next tax year.
- Improved rollover accuracy.
This change aligns GoSystem Tax RS conversions with industry standards and improves migration experience and timing.
important
- For 1040, 1041, 1065, 1120, and 990 returns, all returns now convert to the same tax year (current-year to current-year). Your firm will complete the subsequent roll-forward to the following year.
- Because the initial conversion is current-year to current-year, 1 locator is required for that step, with a 2nd locator needed to roll the results forward into the following year. Take care not to convert duplicate clients or test returns.
Vendor data we can convert
We currently convert the following return types:
Vendor | 1040 | 1041 | 1065 | 1120C | 1120S | 990 |
|---|---|---|---|---|---|---|
CCH Axcess | Yes | Yes | Yes | Yes | Yes | Yes |
Lacerte | Yes | Yes | Yes | Yes | Yes | No |
ProSeries | Yes | Yes | Yes | Yes | Yes | No |
ProSystem fx* | Yes | Yes | Yes | Yes | Yes | Yes |
UltraTax CS | Yes | Yes | Yes | Yes | Yes | No |
note
*If you convert from ProSystem fx or CCH Axcess you can either convert data in-office or send it to Thomson Reuters for processing.
If you convert data in-office, select
Returns Processing
in GoSystem Tax, then select Import/Export
, then Tax Software Conversions
.Enterprise firms with a GoSystem Tax RS enterprise base license
We can convert CCH Axcess data for 1040, 1041, 1065, 1120C, 1120S, and 990*.
note
- Intended only for converting data using CCH Axcess TaxTransfer data files in-office.
- Data is converted and imported via the API.
- You need to own the CCH Axcess TaxTransfer product.
- You need to own a GoSystem Tax RS enterprise base license.
- *990 returns can be converted but they need to be sent to Thomson Reuters for processing. 990 is not available via the API currently.
Conversion process
To convert any return data, you will need to copy or back up the vendor data then send it to Thomson Reuters using a Secure Data Exchange created by Support.
important
Don’t send data through mail or email. Data sent this way won’t be converted.
Returns converted by Thomson Reuters
When we complete the conversion of your data, we place returns under your account number. We assign a unique identifier, called a locator number, to each converted return.
All returns will now convert to the same tax year (current‑year to current‑year); the firm will complete the subsequent roll‑forward to the following year.
important
You will need to rollover 1040 returns and generate printed Organizers as needed.
To view the converted files, from the GoSystem Tax Browser, on the top menu, select
Returns
. Then sort the list by Client Code
or Name
.If you purchased Organizer Print at Thomson Reuters, we print those Organizers at our facility when the conversion is complete. Contact Client Services to have Organizers printed at our facility, or you can print Organizers in your office.
Data conversion
The conversion process helps your firm prepare next year's returns in GoSystem Tax RS efficiently with accurate prior-year reference data. We follow the industry-standard approach: creating rolled-over returns rather than exact copies of originally filed returns.
Rolled-over returns focus on the data you actually need for the upcoming tax year. An exact copy of the original return isn't necessary and can actually introduce risks. If calculated amounts don't match identically between the 2 applications, you could end up with incorrect carryforward amounts.
When we convert your data from a competitor to GoSystem Tax RS, we map demographic and activity information directly to the standard GoSystem organizer screens. This matches how data naturally rolls forward within the application. Critical carryover numbers—like NOLs, passive carryovers, and capital gains/losses—are captured on specialized “Competitive Conversion Screens” and transfer into the rolled returns for your review.
An exact conversion of every calculated detail isn't advisable. If calculated amounts don't match identically between the 2 applications, incorrect carryforward amounts could differ from what was filed. The industry standard focuses on capturing essential carryover data rather than attempting 100% duplication of the original return's calculations.
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