Preseason: Processing at Thomson Reuters: Setup

Applicable to GoSystem Tax only.

Use the Setup screen to select the returns to suppress Rollover and/or suppress Organizer Print services, if purchased.

We automatically exclude returns from rollover that meet any of these conditions:

  • Final year option is selected.
  • No filing status is selected.
  • No taxpayer last name is recorded.
  • * Taxpayer(s) are deceased.
  • The Suppress from Rollover option is indicated in the 2020 tax return Organizer.
  • The 2020 tax return is not processed.

To bypass rollover for any other reason, use the Setup step to indicate which additional returns to bypass.

* If the date of death is the SAME as the tax return year, we will rollover the return. If the date of death occurred in a prior year, we will NOT rollover the return. If the date-of-death is one year greater than the return year, we will also rollover the return. For example, for the tax year 2020, if a date of death entered in the Organizer is 2021, we will rollover the return.

Selecting Returns to Exclude from Rollover and/or Organizer Print at Thomson Reuters

  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 at Thomson Reuters. The following page appears:

  4. Click Setup to access the Preseason at Thomson Reuters - Setup page.

  5. Select the Account Number, the Return Type, and other options, and then click Continue. The following page appears.

  6. Select the returns for which you do not want Rollover and/or Organizer Print processing.

Suppressing Organizer Print

The Suppress Organizer Print column appears only if your firm has purchased Organizer Print processing services at Thomson Reuters.

You can clear the selection of the Suppress Organizer Print option in two ways:

  1. Clear the box on the applicable return on the Setup screen, and then click the Apply button at the bottom of the screen.
  2. Open each 1040 return and navigate to Organizer > General Information > Basic Return Information > Processing Options. Remove the check for Final year return and suppress next year’s Proforma and Organizer.

You must perform one of these actions prior to rollover processing.

 

 

 

RS Browser/preseason_processing_at_tr_setup.htm/TY2021

Last Modified: 10/12/2020

Last System Build: 02/03/2022

©2021-2022 Thomson Reuters/Tax & Accounting.