GoSystem® Tax RS best practices for printing organizers
This article contains information about using GoSystem® Tax RS organizers with Organizers. Follow these guidelines for a successful upload. For information on how to prepare batch organizers, refer to Uploading Batch Organizers.
- Engagement letters:Don’t include engagement letters in your organizers. Print them to a separate PDF.
- Print options:
- To use batch processing, GoSystem® Tax RS organizer and engagement letter file names must be in the following format:
- Organizer name format:<Taxpayer Last Name>_<Taxpayer First Name>&<Spouse Last Name>_<Spouse First Name>_<Client ID>_<Tax Year>Example: Smith_John&Smith_Jane_ABC123_2020
- Engagement letter name format:<Engagement Letter>_<Client ID>Example: Engagement Letter_ABC123
- Don’t customize the questionnaire. Use the default questionnaire in GoSystem® Tax RS.
- Social Security Numbers:We recommend suppressing Social Security numbers when outputting a GoSystem Tax RS organizer. Checkboxes or Text Boxes Misplaced
