GoSystem Tax RS integration
Print and send eligible GoSystem Tax RS returns directly to SafeSend Returns for streamlined tax return processing.
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This article provides instructions for how GoSystem users can print a return directly to SafeSend Returns. Users can also upload returns manually.
note
If single sign-on is enabled, you must also be assigned Admin permissions in User Management to transmit returns via GoSystem.
Turn on SafeSend integration in GoSystem
- SelectAdmin.
- SelectFirm Configuration.
- Go to theGeneral Optionstab.
- MarkEnable SafeSendto turn the integration on.
- SelectUpdateto save your settings.
Send to SafeSend
note
The integration currently only supports 1040 and 1120 returns. All other return types will need to be manually uploaded into SafeSend Returns.
Print and send
: - SelectPrint.
- SelectTaxpayerforCopy Types.
- e-File Attachmentswill be selected by default. There is a 32 MB file size limit.noteUpload attachments via SafeSend.
- SelectSend to SafeSend.
- A sign in prompt will appear; enter SafeSend Credentials.
- SelectLogin.
Create a PDF and send
: Return can also be sent to SafeSend after you have created the PDF.
- SelectCreate PDFfor the print option.
- Select theOpenicon.noteThis will open a PDF preview of the return.
- Once ready, selectSend to SafeSend.
- A sign in prompt will appear; enter SafeSend Credentials.
- SelectLogin.
Confirm
Once a return has been successfully sent to SafeSend Returns, the status will update.