GoTracker

Click here to download a PDF copy of this guide.

Applicable to GoSystem Tax only.

The GoTrackerâ„¢ add-on for RS Browser provides due date tracking, setting milestones, tasks, time logging, and invoicing. GoTracker allows firms to set up tasks for monitoring and tracking the workflow of tax returns to completion.

GoTracker is comprised of three modules:

  • The Tasks feature first categorizes how time is spent while completing the return. Then tasks are compiled into time logs and may be printed in detail or summary to assist with time-tracking needs. Tasks can be set up on a firm-wide basis or by location by using default tasks or firm-designed tasks.

    Some tasks are marked with *. These system (or firm) designated tasks cannot be changed and are listed only for reference.

  • Milestones show the current status of returns, such as Preparation, Review, or Signature. If necessary, you can create a customized return status. You can sort returns by milestones to assist in project management.

    Some milestones are marked with *. These system (or firm) designated milestones cannot be changed and are listed only for reference.

  • Time logs feed the Tax Invoicing system, which creates taxpayer invoices by flat rate, form/schedule, number of pages, time, or any combination of these.

GoTracker Features

 

 

 

RS Browser/gotracker_1.htm/TY2021

Last Modified: 02/03/2022

Last System Build: 02/03/2022

©2021-2022 Thomson Reuters/Tax & Accounting.