Preseason Processing

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• Welcome to Preseason 2021!
  • What's Important for Preseason 2021
• Checklists
  • Preseason Checklist
  • Tax Software Conversions Checklists
  • Key Dates
• Preseason Processing
  • Preseason Features for GoSystem Tax
    • Time Frame
  • Processing Preseason: First Steps
    • Completing the Client Information Form
    • Selecting Preseason Options
  • Processing Preseason at Thomson Reuters
    • Setup
    • Authorize
    • Status
    • Time Frame
  • Processing Preseason in Your Office
    • User Rights for Preseason in Your Office
    • Rollover in Your Office
    • Initiating Rollover of a Prior Year Return
    • Re-rolling Prior Year Returns
    • Organizers Printed in Your Office
    • Time Frame
• Ordering Supplies and Custom Artwork
  • Requirements for Custom Artwork: Preseason Organizers for 1040 Tax Returns
  • Custom Artwork for Letterhead (Letters and Filing Instructions)
    • Uploading an Image
    • Inserting an Image
    • Inserting an Image into the Header and Footer for Filing Instructions
    • Inserting an Image into the Header and Footer for Letters
    • Paid Professional Services for Artwork
• Tax Software Conversions
  • Vendors Whose Data Can Be Converted
  • Converting Returns at Thomson Reuters
    • Secure Data Exchange
    • Copying or Backing Up Data
    • Submitting Conversion Data to Thomson Reuters
    • Checking the Status of Your Conversions
  • Converting Returns with ProSystem fx in Your Office
  • Obtaining Returns Converted by Thomson Reuters
• Frequently Asked Questions
  • Organizers
  • Custom Artwork for Preseason Organizers
  • Conversions

 

 

 

RS Browser/toc_preseason.htm/TY2021

Last Modified: 02/03/2022

Last System Build: 02/03/2022

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