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Integration with GoSystem Tax RS
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This article applies to:

  • Product: SurePrep
  • Subject: Integration

Export data to GoSystem Tax RS

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software.
note
In GoSystem Tax RS, you can export data from SPbinder only when you have imported proforma'd data from GoSystem Tax RS into SPbinder. Don’t delete any proforma'd information before exporting data from SPbinder into the tax software. Any data can be deleted from the tax software as well as SPbinder after completing the export process. Always save the return after it is completed. You can use import and export functionality to transfer your data from SPbinder to GoSystem Tax RS for 1041 binders as well.

Exporting data to GoSystem Tax RS

Follow these steps to export the data to GoSystem Tax RS:
  1. Select the
    Export to Tax Software
     icon Export to Tax Software icon from the SPbinder toolbar. Alternatively, select
    Binder
    , point to
    Export
    , then select
    Export to Tax Software
    .
    Select Export to Tax Software
    You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     icon Picklist icon on that binder. Select
    Export to Tax
     from the dropdown menu
    Select Export to Tax
  2. When the
    Export to GoSystem Tax RS
     window appears, select
    Proceed
     to initiate the export process.
    note
    Make sure that the locator is closed before proceeding.
    Notification that GoSystem Tax RS must be closed
  3. When the export process starts, you will see a progress bar to help you track the export's progress. The Proceed button is disabled during the export process.
    Progress bar in the export window
  4. A message indicating the export was completed successfully appears. Select
    Close
    .
    Notification that the process completed
  5. Open the locator and select
    Full Recompute
    .
  6. Check that all the data has been imported into the GoSystem Tax RS Locator.
Additional notes
When the data is exported to GoSystem, SurePrep will truncate certain fields according to the field's character limit in GoSystem (e.g., Description fields in K-1 Reclass, Input Forms, etc).

Troubleshooting Import/Export Issues

Process Failed: Export incomplete due to validation errors
To successfully export the binder information to GoSystem Tax RS, it's important to ensure that certain fields are formatted correctly, as some formats may be incompatible with the system. For instance, specific fields may only accept alphanumeric characters (e.g., A-Z and 0-9). A field containing special characters, such as a dollar sign or question mark, could result in an export failure. Please refer to the
Error Details
 column for guidance on resolving any potential export errors.
Troubleshooting Classic Leadsheets validation errors:
  1. Select
    Export to Excel
     to download the Excel file with all the field values that are in error.
  2. Go to SPbinder
    INPUT FORMS
     and correct the field values.
  3. After all the field values are corrected, try exporting again.
Try exporting again after correcting values
Troubleshooting Simplified Leadsheets validation errors:
  1. Go to the
    Error Details
     column to learn more about the validation error.
  2. Fix all the errors in the
    Field Value
     column and then select
    Save
    to save your changes.
  3. Once all the errors are fixed, select
    Retry
    to complete the export.
Try exporting again after correcting values
Troubleshooting Without (None) Leadsheets binders validation errors:
  1. Go to the
    Error Details
     column to learn more about the validation error.
  2. Fix all the errors in the
    Field Value
     column and then select
    Save
    to save your changes.
  3. Once all the errors are fixed, select
    Retry
    to complete the export.
Try exporting again after correcting values
Process Failed: Locator is in use
  • If your return is open in GoSystem Tax RS at the time of export, a message indicating "Process Failed: Locator is in Use" appears. Data from the SPbinder to GoSystem Tax RS will not be exported if the GoSystem Tax RS locator is open.
Notification that the process failed
  1. Close the Locator and select
    Proceed
    again to export the data to GoSystem Tax RS.View details on identifying and correcting duplicate activity numbers in the GoSystem Tax RS locator.
  2. After exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears.
    Notification that no new data was identified
    note
    For 1041 returns, only Page 1 and 2 will be imported in the leadsheets. Grantor sheet will not be imported.
Export discrepancy with prior and current year taxes paid
For binders with Classic Leadsheets, there is sometimes a discrepancy between the leadsheet values for taxes paid in the prior year and taxes paid in the current year and the corresponding values in the tax software.
Go to the
Forms
 tab, then on the
Forms
 menu go to
Income
,
Miscellaneous Income
, then
Sch A Info. State/Local Tax Refund.
Scroll down to
State/Local Standard Paid Over Two Years (for Allocating Refund)
.
Binders will display fields for taxes paid the previous two years.
For example, 2022 binders will display
Taxes paid in 2021
 and
Taxes paid in 2020
. If the leadsheet amounts differ from the tax software amounts, capture the tax software amounts on a sticky note and enter them into the binder in these fields.
Fields for taxes paid in the previous two years

Limitations for certain fields

1040
note
In binders with Forms and Leadsheets these fields are notated as orange references. In binders, without Forms and Leadsheets these fields will have T/R stamps placed next to the field.
1041
  • There are currently no known Orange fields for 1041.

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