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Integrating GoSystem accounts with SurePrep (For Outsource Only)
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This article applies to:

  • Product: SurePrep
  • Subject: Integration

Assigning Locator to SurePrep (For Outsource Only)

note
This article is only applicable for Outsource clients using GoSystem Tax RS.
For Outsource services, follow these steps to assign the locator to SurePrep:
  1. Login into GoSystem Tax RS.
  2. Select the checkbox next to the locator that you want to assign to SurePrep, select
    More
    , then select
    Assign Users/Dates
    .
    Select Assign Users/Dates
  3. Select the
    Groups
     tab then select the dropdown picklist icon on
    Location
    . Select the location added on the
    Admin
     then 
    Tax File Activation
     window during setup (
    GS Group Location
     column).
    Select the Location drop-down from Groups
  4. Once you select the location, the available groups will be loaded under that location. Select the group under which preparers created for SurePrep are assigned then select the
    Add
     button.
    Select Add
  5. After the group is added to the locator, it will appear under the
    Assigned Group
     column. Select the
    Save Changes
     button to update.
    Select Save Changes
  6. A confirmation message will appear once the changes are saved. The locator should now be assigned to SurePrep.
    Notification that User/Date Assignments successfully updated

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