External Locator Transfer

External Locator Transfer Account Setup

If you do not have the transfer rights, your RS Administrator can grant you permission as follows:

1. Log in to GoSystem® Tax.
2. Navigate to Admin > Access Control > Users tab.
3. Select the desired user.
4. Click the Edit button.
5. Mark the Administrator check box that assigns all administrative rights, such as Transfer. Clear the check marks for any rights that are not necessary. Both Transfer and External Transfer are required to transfer locators to an external account.
6. Click the Update button.

External Locator Transfer

In this example, a locator is being transferred from the Source account to the Destination account.

Destination Account

1. Select Returns Processing > Transfer.
2. Select Create Request Token.
3. Select the Destination’s account.
4. Select Generate.
5. Copy the token and send or email the token to the Source account within 72 hours.

Source Account

1. The Source account receives the token.
2. Select Returns Processing > Transfer > Select Returns.
3. Select the Account where the locators reside, and click Next.
4. Select the locators to send, and click Next.
5. Select the option to Copy (make a copy of the locators) or Move (send the locators without making a copy),
6. Click Next.
7. Select External Firm, and copy the Token from the Destination account above.
8. Select Done.
9. Enter Confirm.
10. Select Transfer.

Destination Account

1. Select Returns Processing > Transfer.
2. Select Pending External Transfer.
3. Select Accept.

Related Topics

 

 

 

RS Resources/external_locator_transfer.htm/TY2021

Last Modified: 08/13/2020

Last System Build: 09/25/2022

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