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Integration with GoSystem Tax RS

Integrating GoSystem accounts with SurePrep (For Outsource Only)

Tax File Activation lets you integrate GoSystem Tax RS account(s) with SurePrep and enter the GoSystem user login(s) to be used by SurePrep on Outsource binders. Once that's completed, you can transfer proforma files and export files from and to GoSystem Tax RS.

Before you start

You must fully activate your GoSystem integration with SurePrep before completing the additional integration steps for Outsource services highlighted in this article.

GoSystem integration for Outsource services

For Outsource services, you must complete these additional integration steps to enable SurePrep to exchange information with GoSystem Tax RS.

GoSystem User Logins (For Outsource only)

In FileRoom, users can select
Admin
,
ACCOUNT SETUP
,
Tax File Activation Web
,
GoSystem Tax RS
, then
User Login Configuration (for Outsource Users Only)
 to add new user logins for the GoSystem Account if the return is to be submitted to SurePrep for full preparation.
Navigate to USER LOGIN CONFIGURATION (FOR OUTSOURCE USERS ONLY)
Enter the
GoSystem Firm
 (this is the same account ID that you use to login to GoSystem Tax RS).
Enter the GoSystem Firm
Select
Add New Login
. A new row will be added wherein you can enter the following:
User Login:
 Enter your user login.
Password:
 The password must be 8 characters to 40 characters in length and contain an uppercase letter, a lowercase letter, and a number.
Select Add New Login
GS GROUP LOCATION:
 Enter the location through which you have set-up the login with GoSystem Tax RS.
Enter your GS GROUP LOCATION
Select the
Save
 Save icon icon to save the settings.
Select the
Cancel
 Cancel icon icon to discard changes.
Created By
,
Created On
,
Modified By
, and
Modified On
fields will be auto-populated.
CREATED BY, CREATED ON, MODIFIED BY, and MODIFIED ON columns
Select the
Help
 Help icon icon to see the help section for GoSystem tax file activation.

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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