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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
When running Write-Up CS or Trial Balance CS in the Virtual Office CS environment, use this procedure to transfer general ledger account balances and journal entry detail to GoSystem Tax RS.
Steps in CSA
- In CSA, open the client database and choose Utilities > GoSystem Tax RS Export.
- Specify the location on your local hard drive where you want to save the export file and click OK to create the export file.
Steps in GoSystem Tax RS
- Open the client database and choose Access > Trial Balance.
- From the Trial Balance window, choose File > Import.
- In the Import dialog, select G/L Package if importing from Write-Up CS, or select Audit Package if importing from Trial Balance CS. Select the option for CSA, and click the Import button.
- Specify the path and file name of the GLE file that you saved to the location on your local hard drive in step 2 of the section above, mark the checkbox for each type of item to import into GoSystem Tax RS, and (for trial balance imports) specify the type of balances to import.
- Click the Import button.
- When the Import is complete, click the Done button.
Note: If the imported balances are not correct, you may need to update the import file used by GoSystem Tax RS. To force an update of the file, follow these steps: (a) open the client in CSA and then choose File > Close Client; (b) export the balances again from CSA; (c) repeat the import into GoSystem Tax RS.
- To update the balances in GoSystem Tax RS, choose Options > Calculate Now.
- Merge the data into the tax return by choosing Options > Merge Now.
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