Preseason: Submitting Conversion Data to Thomson Reuters

Applicable to GoSystem Tax only.

To submit your firm’s client data for conversion, you must upload the data through your CS website account using SDE.

If you do not already have a CS website account, follow the steps below to set up your account. If you have previously set up a CS website account, skip to step 7.

Go to CS.ThomsonReuters.com, and access the My Account tab.
Click the create a free Web Account option.
Mark the GoSystem Tax RS Account Number option, and enter your account number and zip code. Then click Continue.
Select your name from the drop-down list, or select the option that your name is not listed.
Enter your email address, password, and security question. Then click Continue.
Select your desired email subscriptions, and click Finish. Upon completion of the process, you will see a Welcome page. Click the My Account option.
Log into the My Account section of CS.ThomsonReuters.com, and access the Private Communication Center.
Click the competitor and product(s) exchange you would like to upload.
Click the Browse button, and then navigate to and select the ZIP file you created.
Click the Open button, and then click the Upload button to upload the ZIP file. Repeat for additional ZIP files.
When you are done, mark the Upload Complete check box, and click Continue.

You will receive a confirmation email message when the Data Conversion Team receives the data.

RS Browser/preseason_submitting_data.htm/TY2021

Last Modified: 07/11/2019

Last System Build: 02/03/2022