Confirm client information after data conversion
Verify client information and review converted data after rolling over from your previous tax application to ONESOURCE GoSystem Tax RS.
After you roll over your converted data from the current converted year in GoSystem Tax RS, confirm that the client information is correct. For items that don’t convert, refer to the post-conversion guide for your competitor, which is attached to your conversion confirmation email.
Understand the conversion approach
The conversion process positions your firm to prepare next year's returns in GoSystem Tax RS as efficiently as possible with accurate prior-year reference data. We follow the industry-standard approach, which creates “rolled-over” returns rather than exact copies of originally filed returns.
How the system maps your data
GoSystem Tax RS maps demographic and activity information directly to the standard organizer screens. This matches how data naturally rolls forward within the system. The system captures critical carryover numbers that impact future years—such as NOLs, passive carryovers, and capital gains/losses—on specialized “Competitive Conversion Screens” and transfers them into the rolled returns for your review.
Why this approach protects your data
A true 1-to-1 conversion that attempts to recreate every calculated detail of the originally filed return introduces risk. If any calculated amounts don't compute identically between the 2 systems (due to differences in calculation engines, rounding, or form logic), you could end up with incorrect carryforward amounts that differ from what you actually filed. The industry standard focuses on capturing the essential carryover data rather than attempting 100% duplication of the original return's calculations.
Checklists
Use the following checklists to locate the input for your converted data based on the entity type:
