Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Tax software conversions

About GoSystem Tax RS conversions

The Tax Data Conversion Service converts your firm's data in another tax program so you can prepare organizers and tax returns in GoSystem Tax RS.
Not all conversions are the same. Each tax software vendor uses different database structures and processes to store your tax return data. For this reason, the data converted for each vendor is different.
For the 2023 returns to be automatically rolled over, you need to complete the following steps:
  1. Purchase preseason at Thomson Reuters
  2. Authorize your account for processing
For automatic Organizer print, you need to do the following:
  1. Purchased preseason at Thomson Reuters
  2. Authorize your account for processing
  3. Purchased Organizer print
Warning!
 If you don’t want Organizer print for a particular converted return, you need to suppress Organizer print. You have 24 hours from the time that the converted return is placed in your account to suppress print. The automatic processes run at 4:00 AM, 7:00 AM, and 10:00 PM CT.

Vendor data we can convert

We can convert the following return types for 2023 data:
Vendor
1040
1041
1065
1120C
1120S
990
CCH Axcess
Yes
Yes
Yes
Yes
Yes
Yes
Lacerte
Yes
Yes
Yes
Yes
Yes
No
ProSeries
Yes
Yes
Yes
Yes
Yes
No
ProSystem fx*
Yes
Yes
Yes
Yes
Yes
Yes
UltraTax CS
Yes
Yes
Yes
Yes
Yes
No
Enterprise firms with a GoSystem Tax RS enterprise base license
We can convert CCH Axcess data for 1040, 1041, 1065, 1120C, 1120S, and 990*.

Conversion process

To convert any return data, you will need to copy or back up the vendor data then send it to Thomson Reuters using a Secure Data Exchange created by Support.

Returns converted by Thomson Reuters

When we complete the conversion of your data, we place your new proforma'd returns under your account number. We assign a unique identifier, called a locator number, to each converted return.
We create 1040 returns in the 2023 tax year. 1041, 1065, 1120, and 990 returns are created in the 2024 tax year.
To view the converted files, from the GoSystem Tax Browser, on the top menu, select
Returns
. Then sort the list by
Client Code
 or
Name
.
If you purchased Organizer Print at Thomson Reuters, we print those Organizers at our facility when the conversion is complete. Contact Client Services to have Organizers printed at our facility, or you can print Organizers in your office.

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Conversions

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close