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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

This article applies to:

  • Product: safesend
  • Subject: Print
  • Audiences: Staff