Internal Locator Transfer

Applicable to GoSystem Tax only.

Internal Locator Transfer Account Setup

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

Log in to GoSystem® Tax.
Navigate to Admin > Access Control > Users tab.
Select the desired user.
Click the Edit button.
Mark the Administrator check box that assigns all administrative rights, such as Transfer. Clear the check marks for any rights that are not necessary.
Click the Update button.

The new admin user may need to log back into his or her account.

Internal Locator Transfer

To transfer a locator from one GoSystem Tax account to another account within the same organization, simply follow the steps below:

Log in to GoSystem Tax.
Navigate to Returns Processing > Transfer > Select Returns.
Select the Account where the locators reside, and click Next.
Select the locators, and click Next.
Select one of the following options:
- Copy (make a copy of the locators - a new locator number will be generated for each locator copied)
- Move (send the locators without making a copy)
Click Next.
Select the Internal Account option and click the drop-down list to select the internal destination account. Then click Done.

Performing a transfer will affect ALL years associated with the specified locator number. To transfer a specific year, you must create a copy of the locator by using the Save As function in the Returns locator list and then transfer that copied locator.