Preseason Checklists

	Preparing for Processing Preseason at Thomson Reuters
q	Login to GoSystem Tax (Returns Processing > Preseason Processing > Client Information Form) to update your Client Information Form. After making updates, be sure to click Update Address and then Ready for Preseason.
q	Select preseason processing options for 1040 Organizers and shipping (Returns Processing > Preseason Processing > Preseason Options).
q	Select returns that you do not want rolled over and/or Organizers printed (if you purchased Organizer Print at Thomson Reuters) (Returns Processing > Preseason Processing > Preseason at Thomson Reuters > Setup).
q	Authorize us to roll over returns and/or print Organizers.
q	Check status of rollover and Organizer print at Thomson Reuters.
	Preparing for Processing Preseason in Your Office
q	Roll your tax defaults (if not rolled already).
q	Roll your returns.
q	Print Organizers for any returns.

 

 

 

RS Browser/preseason_checklists_preparing.htm/TY2021

Last Modified: 02/13/2020

Last System Build: 02/03/2022

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