Preseason: Tax Software Conversions

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Applicable to GoSystem Tax only.

We convert tax return data from multiple tax software vendors. We convert 2020 competitor client data to 2021 GoSystem Tax client data.

We do not convert every item in all returns, just as we do not proforma each item in GoSystem Tax from one year to the next. Converted returns do not contain all the data from the original returns but are ready for you to complete in the 2021 system.

1040 returns are converted to returns of the same year. For example, 2020 returns will be converted to 2020 returns and then rolled to 2021.

1041, 1065, 1120, and 990 returns are converted to returns for the next year. 2020 returns will be converted to 2021 returns.

Not all conversions are the same. Each tax software vendor uses different database structures and processes to store your tax return data. For this reason, the data converted for each vendor is different.

Warning! In order for the 2020 returns to be automatically rolled over, you must have completed the following steps:

(1) purchased Preseason at Thomson Reuters;

(2) authorized your account for processing.

For automatic Organizer print, you must have done the following:

(1) purchased Preseason at Thomson Reuters;

(2) authorized your account for processing; and

(3) purchased Organizer print.

Warning! If you do not want Organizer print for a particular converted return, you must suppress Organizer print. You have 24 hours from the time that the converted return is placed in your account to suppress print. The automatic processes run at 4:00 AM, 7:00 AM, and 10:00 PM Central time.

Conversion Topics

RS Browser/preseason_conversions_intro.htm/TY2021

Last Modified: 02/03/2022

Last System Build: 02/03/2022