GoSystem Tax RS integration

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If you are licensed for GoSystem Tax RS, you can transfer account balances, tax code information, and journal entry detail from an AdvanceFlow client into the client’s database within GoSystem Tax RS. 

Note: All entity types that GoSystem Tax RS supports for import from AdvanceFlow are listed in the Entity drop-down list of the Engagement Properties > General tab in the Tax Information section when GoSystem Tax is selected in the Vendor drop-down list.

Before using GoSystem Tax RS integration features, ensure that the following tasks have been completed in AdvanceFlow.

Note: If you use GoSystem Tax subcodes, they should be three numeric digits in length. GoSystem Tax will fill in zeros until the subcode is three digits long, but also considers subcodes "1" and "01" to be different subcodes (even though they both end up as "001").

Steps in GoSystem Tax RS to request trial balance data from AdvanceFlow

  1. Open the tax return/locator in GoSystem Tax RS.
  2. Choose File > Import > from AdvanceFlow.
  3. Enter your AdvanceFlow login credentials when prompted, and click OK.
  4. In the AdvanceFlow Import Wizard, highlight the AdvanceFlow client whose balances you want to import, and click Next.
  5. When the import is complete, click the Finish button.

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