Before locator transfer delete consolidated locator

Before transferring any consolidated locator between accounts, be sure to delete the consolidation first. Transferring a consolidated locator can cause errors in subsequent consolidations.
Only applicable to GoSystem Tax.
Download the Locator Transfer Form.
  1. Open the top consolidation locator and document the locators in the consolidation.
  2. Remove all locator information from the consolidation and click the Subsidiary List Complete button. Then close the locator. This removes all returns from the consolidation.
  3. Transfer the locators. Give the transfer process some time to complete.
  4. Open the top consolidation locator in the new account.
  5. Enter the lower members’ locator numbers (and accounts, if necessary) on the consolidation locator list. Click the Subsidiary List Complete button.
  6. Perform a compute and close the top consolidation.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close