Preseason: Selecting Preseason Options

Applicable to GoSystem Tax only.

  1. Login to GoSystem Tax at https://gosystemrs.fasttax.com.
  2. On the top menu, select Returns Processing.
  3. From the side menu, select Preseason Processing > Preseason Options.
  4. Select the firm number from the Firm drop-down list.
  5. Select the account number from the Account drop-down list.
  6. Verify the information on this page for the selected account. Depending on your contract, you may incur additional charges for selecting Thomson Reuters processing of your Organizer.

  7. Mark the applicable check box, if desired, for each of the following 1040 Organizer Services options:
    • Organizers stapled and prepared without covers (unbound)
    • Organizers prepared without “miscellaneous questions”
    • Organizers prepared without standard “client letter”
    • Organizers prepared with the tax year printed on the cover sheet (standard covers without customization)
    • Organizers sorted in client code sequence instead of by name.
  8. Select the shipping mode for the Organizers.
  9. If necessary, select a shipping mode for Organizers shipped between 1/1/2022 and 4/15/2022. Please note that this selection applies only to Organizers shipped between those dates and does not apply to Organizers shipped before 1/1/2022.
  10. When you are finished, click Save.

 

 

 

RS Browser/preseason_options.htm/TY2021

Last Modified: 08/13/2020

Last System Build: 02/03/2022

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