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Add GoSystem Tax RS as a vendor in AdvanceFlow engagements

You can import AdvanceFlow trial balances into GoSystem Tax RS. Before you can do that, you'll have to add it as a vendor in AdvanceFlow. Follow these steps to get started.
  1. Sign in to AdvanceFlow.
  2. Select Setup menu button with a cog icon.
    Setup
    , then
    Firm Settings
    .
  3. Under Tax Information, mark the
    GoSystem Tax RS
     checkbox, then select
    Save
    .
  4. Return to the
    Engagement dashboard
     and select the name of an engagement to view it.
  5. Select the
    Properties
     tab from the navigation pane.
  6. Under Tax information, select
    GoSystem Tax RS
     from the
    Vendor
     dropdown list.
  7. Select
    Save
    .

Import AdvanceFlow trial balances in GoSystem Tax RS 2020 and later

Before you import your AdvanceFlow balances, make sure GoSystem Tax is selected as a vendor for your engagement.
As a licensed user of GoSystem Tax RS, you can transfer your account balances, tax code information, and journal entries from AdvanceFlow.
  1. Select the Returns tab and choose the return you want to import balances for.
  2. Select
    Trial Balance
    , then
    AdvanceFlow
    .
  3. Sign in to AdvanceFlow.
  4. Choose the items you want to import. Options include:
    • Prior Year
    • Tax Return Codes
    • Property Codes
    • Suppress RE Ending Balances
    • Current Year Balances MRC Codes
    • Import balance as Adjusted Balance or Tax Balance
  5. Select your client from the client filter.
  6. Select an engagement for your client.
  7. Wait until GoSystem Tax RS notifies you that the import is complete.
  8. Select
    Done
    .
Review your import in the Trial balance window. You can select
Update Organizer
, then
Compute
 to populate your locator.

Import AdvanceFlow trial balances in GoSystem Tax RS 2019 and earlier

Before you import your AdvanceFlow balances, make sure GoSystem Tax is selected as a vendor for your engagement.
As a licensed user of GoSystem Tax RS, you can transfer your account balances, tax code information, and journal entries from AdvanceFlow.
  1. Open the tax return/locator in GoSystem Tax RS, then select
    File
    .
  2. Select
    Import
    , then
    AdvanceFlow
    .
  3. Enter your AdvanceFlow sign in information and select
    OK
    .
  4. Select the client you want to import, then
    Next
    .
  5. Select
    Finish
     when you've completed the import.

This article applies to:

  • Product: AdvanceFlow
  • Subject: Integration, setup