Skip to main content
Integrate data with other applications

GoSystem Tax RS integration 2020 and later

Use the following procedures to transfer general ledger account balances, tax code information, and journal entry detail from
a Workpapers CS
 client into the client's database within GoSystem Tax RS (v.12-2 and later). The export file (XML format) contains the application tax codes that are automatically mapped to the corresponding Tax Return Codes and M-3 Return codes when they're imported.
The tax code assignments that you make in the application for specific general ledger accounts let GoSystem Tax RS transfer account balances to the proper lines on the appropriate tax forms.
Use these procedures to transfer a client's general ledger account balances from
Workpapers CS
 to GoSystem Tax RS.

Pre-export steps

Assign the appropriate tax codes for the selected client. You can enter these codes in either of the following screens.
  • In the Tax information section of
    Setup
     then
    Chart of Accounts
     screen.
  • In the data-entry grid in the
    Actions
     then
    Enter Trial Balance
     screen.
    note
    If the data-entry grid doesn’t include a
    Tax Code
     column, select 
    View Maintenance
    , and then add a column for tax codes.

Create the export file

  1. Select
    File
     >
    Export
     >
    Client Data
    .
  2. In the
    Export Client Data Wizard
    , select the client from the dropdown or mark the
    Perform batch export of client data
     checkbox to select multiple clients. (You can select multiple clients on the next screen when this checkbox is marked.)
  3. Select
    GoSystem Tax
     from the dropdown in the
    Export to program
     field.
  4. Enter the path or go to the client data file. (The default data file location for each export type can be defined in the Export Data tab of the
    Setup
     >
    File Locations
     window.)
  5. Specify the tax year of the data to be exported by selecting it from the F4 dropdown list.
  6. For a single client export:
     Select
    Export
     to create the export file for the selected client, and then view or print the Tax Export Diagnostics report.
  7. For batch export:
     select
    Next
     to select multiple clients for batch processing, and then select
    Export
     to create the export files for the selected clients and view or print the Tax Export Diagnostic report.

Transfer the export file in GoSystem Tax RS

  1. From the
    Returns
     tab, mark the checkbox to select the return to import balances into.
  2. Select
    Trial Balance
     then the application.
  3. In the new window, select the file to import in step 1.
  4. In step 2, mark the checkbox for each type of item to import into GoSystem Tax RS and specify the type of balances to import.
  5. Step 3 will inform you that the import is complete.

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration

Related Content