Preseason: Converting Returns with ProSystem fx in Your Office

Applicable to GoSystem Tax only.

Conversion software for GoSystem Tax is tentatively scheduled for release in mid-December 2021. After the release, you can convert 2020 tax return data from ProSystem fx to 2021 GoSystem Tax proforma data in your office. This feature allows you to convert one return at a time.

Details in this procedure are valid as of 02/03/2022, and are subject to change. Please consult our Customer Center website for the latest information.

Log in to GoSystem Tax.
On the top menu, select Returns Processing.
On the side menu, select Import/Export > Tax Software Conversions > Select Files.
Select the Firm.
Select the Account number for which you wish to convert returns.
Select the Year and Tax Type.
Select the Convert Type: ProSystem fx.
Click the Select Files button.
Browse to the location of the files that you need to convert. Refer to the table below for directories and files.
Select the file(s) to be converted, and click Open.
Click Upload Files for Conversion. The lower part of the screen will show the file information entered and the status of the file upload.
After the files are uploaded, click Start Conversion Process. The files are queued for a batch conversion process.
GoSystem Tax assigns a “batch” number for this process. To view the status of the conversion, on the top menu, select Returns Processing. On the side menu, select Import/Export > Tax Software Conversions > Batch Status.
Select the user and date range, and click Continue.
Click the batch number. The assigned locator number and conversion status appear.

Directory Source Table

Entity	Source Directory	Files
1040	Wfx32\Client\20I	*.U0I
1041	Wfx32\Client\20F	*.U0F
1065	Wfx32\Client\20P	*.U0P
1120C	Wfx32\Client\20C	*.U0C
1120S	Wfx32\Client\20S	*.U0S
990	Wfx32\Client\20X	*.U0X

RS Browser/preseason_converting_returns_your_office.htm/TY2021

Last Modified: 06/11/2020

Last System Build: 02/03/2022