Before Transferring a Consolidation Locator

Applicable to GoSystem Tax only.

Before transferring any consolidated locator between accounts, be sure to delete the consolidation first. Transferring a consolidated locator can cause errors in subsequent consolidations.

Open the top consolidation locator and document the locators in the consolidation.
Remove all locator information from the consolidation and click the Subsidiary List Complete button. Then close the locator. This removes all returns from the consolidation.
Transfer the locators. Give the transfer process some time to complete.
Open the top consolidation locator in the new account.
Enter the lower members’ locator numbers (and accounts, if necessary) on the consolidation locator list. Click the Subsidiary List Complete button.
Perform a compute and close the top consolidation.