Tax File Activation on web for GoSystem Tax RS API

Before you begin

New GoSystem Customers: If your firm is new to SurePrep and is currently not set up with GoSystem, you need to first complete the traditional tax software (GoSystem Tax RS) integration setup with SurePrep (i.e. Tax File Activation) before you continue to the next step.
Existing GoSystem Customers: Skip to the next step if your firm is already using SurePrep to SPbinder, or DRL (in TaxCaddy). If your firm is new to SurePrep and not set up with GoSystem, you need to first complete the traditional tax software (GoSystem Tax RS) integration setup with SurePrep (that is, Tax File Activation).
Go to the Thomson Reuters Developers page at https://developers.thomsonreuters.com.
Select
Create an account
to create a developer account.
note
We recommend a user with GoSystem Tax RS admin rights create a developer account.

After creating a Thomson Reuters developer account, download and fill out the GoSystem Tax RS API request form.
Submit the GoSystem Tax RS API request PDF form to SurePrep. If you will be using the Live Sync feature, then request the Support expert to enable Live Sync for your firm.
note
It may take a few business days to fulfill the API request. After your firm's GoSystem Tax RS API application is registered, you can sign in to the Thomson Reuters Developers page to see the application. Go to the next section to learn more.

Connect GoSystem Tax RS API with SurePrep

Sign in to the Thomson Reuters Developers page.

Select
App management
.

You will see your firm's API app. Select
Manage settings
.

note
You may not see an app under
App management
until your GoSystem Tax RS API request form to SurePrep is fulfilled. The API app may appear in 1-5 business days.
Locate the
Client ID
and
Client Secret
. Keep the current tab open since you'll need these 2 fields soon.

Open a new tab, go to SurePrep
FileRoom
,
Admin
,
ACCOUNT SETUP
, then
Tax File Activation Web
.

Select
GoSystem Tax RS
.

Enter information for all the fields. Use the following table to get the details:
Form Field	Steps
Firm	1. Enter your firm's designated account ID in GoSystem Tax RS. This is a 4-digit alphanumeric account ID used during the GoSystem Tax Login process (for example, 100A, 200B, 300C) If your firm has a parent Firm ID and multiple sub-accounts, please enter the parent Firm ID here. You can enter the sub-accounts in the Tax File Activation window step.
Consumer Key	2. Switch back to the Thomson Reuters Developers tab, then select Copy to copy the Client ID . 3. Paste the Client ID to the Consumer Key field in SurePrep's Account Admin tab.
Consumer Secret	4. Switch back to the Thomson Reuters Developers tab, then select Copy to copy the Client Secret . 5. Paste the Client Secret into the Consumer Secret field in SurePrep's Account Admin tab.

After entering all the fields, select
Generate
.
Your firm's GoSystem Tax RS API authentication token will appear in the list.

What's next?