Other Products and Services

Tax Planning

GoSystem Tax helps you with current-year and future-year tax planning.

Current-Year Tax Planning

When you change summary amounts, we compute the impact of the changes on the overall tax liability and tracks planning overrides so that detail and summary data agree.

Future-Year Tax Planning

You can extract data from the tax return and convert it to a file compatible with the most current software. You use this information to begin the tax planning process. GoSystem Tax contains a tax planning bridge for 1040 Bloomberg Income Tax Planner spreadsheet software and for 1120 BNA Corporate Tax Spreadsheet software. We also provide a similar export feature for 1040 returns to Planner CS™.

Preseason Products and Services

Preseason Services

We offer the following preseason services:

Rollover of prior-year data
Printing Organizers after prior-year rollover or conversion (requires rollover services)
Printing custom Organizer covers and envelopes (1040 only).

Organizer Print

We can print Organizers at the same time we perform the 2020 rollover. We begin shipping printed Organizers in early November.

Custom Organizer Supplies

Custom Organizer cover sheets and envelopes can include your company logo. Custom Organizer window envelopes are printed with your return address in the left corner. Custom Organizer return envelopes are printed with your address in the center.

You can order custom Organizer covers and envelopes by contacting your Account Representative. Production takes a minimum of six weeks.

Shipping and Handling

You decide the method used to ship printed material and other items to your office. Several shipping methods are available, and the shipping mode you select as the default becomes part of your account setup. You can override the shipping mode as needed. Dallas area clients have the option to “hold for pickup” at the Carrollton, Texas location.

Preseason Products

You might prefer to print your own Organizers or perform first-time user processing tasks. Preseason options include:

Conversion of tax data from other vendors’ data files
Rollover tax return software
Rollover tax defaults
Software for printing paper Organizers
MyTaxInfo (online individual data collection)
Organizer supplies.

For updates or additions to the competitive conversion services listed below, please refer to the Customer Center web site.

Tax Software Conversion Capabilities

GoSystem Tax provides conversion capabilities from the following tax vendors for conversion of 2020 data to 2021 in GoSystem Tax format:

Vendor	Submit Data As	1040	1041	1065	1120c	1120s	990
In Your Office or at Thomson Reuters
ProSystem fx ®		X	X	X	X	X	X
At Thomson Reuters
Lacerte®	Backup	X	X	X	X	X
ProSeries®	Copy	X	X	X	X	X
ProSystem fx®	Copy	X	X	X	X	X	X
CCH Axcess	Export	X	X	X	X	X	X
UltraTax CS™	Backup	X	X	X	X	X

You must send data to us using our Secure Data Exchange (SDE). Contact your Account Representative or see the 2021 User Reference Guide for additional information.

Rollover Software

Rollover software allows rollover of prior year tax data to 2021 tax data in your office. You can roll over returns one at a time or in batches. Also, the rollover software includes a feature that allows you to roll over tax defaults from year to year.

Organizer Print Software

After rollover, Organizer Print software produces printed Organizers in your office for 1040 taxpayers.

RS Resources/other_products.htm/TY2021

Last Modified: 06/30/2020

Last System Build: 09/25/2022