GoSystem Tax RS integration 2019 and earlier

Pre-import steps

In the Tax information section of the
Setup
>
Chart of Accounts
screen.
In the data-entry grid in the
Actions
>
Enter Trial Balance
screen.

2 methods for integrating with GoSystem Tax RS

Method 1:
(Intended for use in, but not limited to the application in the Virtual Office CS environment.) Manually create the export file via the Export Client Data wizard in the application and then import the file into GoSystem Tax RS.
Method 2:
Initiate the generation of the export file from the application within GoSystem Tax RS, and then import the client data.

Select
File
>
Export
>
Client Data
.
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.)
Select GoSystem Tax from the dropdown in the
Export to program
field.
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.)
Specify the tax year of the data to be exported by selecting it from the F4 dropdown list.
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.
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.

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

Open the client in GoSystem Tax RS and select
File
>
Import
.
In the Creative Solutions Import Wizard, go to  the location of the  application files (for example,
C:\Program Files (x86)\Creative Solutions\the appliciation
).
In the bottom section of the Creative Solutions Import wizard, select the client whose balances you want to import, then select
Next
.
Mark the checkbox for each type of item to import into GoSystem Tax RS.
Specify the type of balances to import and select
Next
.
After the import is complete, select
Options
>
Merge Now
in the GoSystem Trial Balance so that balances can flow into the Tax Forms within the application.
Select
Finish
.