Preseason: Processing at Thomson Reuters: Authorize

Applicable to GoSystem Tax only.

After you identify the returns to suppress Rollover and/or Organizers to suppress, an administrator at your firm must authorize us to begin your preseason processing. This authorization tells us that you have completed the Setup step and are ready for us to begin preseason processing.

Additionally, the Authorize step automatically rolls your tax defaults from 2020 to 2021.

If you have multiple accounts, you may authorize all accounts or select only those that are ready for preseason. You may also authorize returns by tax type (for example, you may authorize 1040 returns but not 990 returns).

You must click Authorize at the bottom of the Authorization page to save and enable preseason processing on the selected accounts. We begin preseason processing on authorized accounts beginning in late October.

We will not begin processing preseason until we receive this authorization!

After you complete your authorization and meet all account prerequisites, preseason processing begins. Contact Client Services if you have questions concerning your account status or if the Authorization feature is not enabled.

Authorizing Thomson Reuters to Roll Over and/or Print

Click Authorize to access the Preseason at Thomson Reuters - Authorization page. After you identify the returns to bypass, you must authorize us to begin your preseason processing. We will not begin your preseason services until you authorize your account(s).

The Authorize option is only available to users with administrator rights.

Preseason processing begins if you have met all account prerequisites. Contact Client Services if you have questions about your account status. Authorizing your preseason processing also rolls your tax defaults from 2020 to 2021.
If you purchased Organizer Print services, we print your Organizers automatically as we complete the rollover. To suppress 1040 Organizer printing or bypass rollover, refer to Selecting Returns to Exclude from Rollover and/or Organizer Print at Thomson Reuters.
Select the applicable accounts, and enter the appropriate date in the Stop Printing Organizer Data field. When you are finished, click Authorize at the bottom of the screen.
The Stop Printing Organizer Date on the Preseason at Thomson Reuters Authorize screen is used to enter a date to stop Organizer print at Thomson Reuters. The returns will continue to rollover, but Organizer print will stop after the date entered. You may enter any date between 2/1 and 6/30.
In the Enable for Preseason section, select each tax type on the top row if you want to have all your accounts for that tax type processed for preseason. If you check all the tax type option boxes, then all accounts and all tax types will automatically be enabled for rollover.

RS Browser/preseason_processing_at_tr_authorize.htm/TY2021

Last Modified: 08/13/2020

Last System Build: 02/03/2022