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Internal: Adding new modules to GoSystem Tax RS renewals

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 All renewal documents are generated and edited through Salesforce.com (SFDC). To generate renewal documents, see Generating GoSystem Tax RS renewal documents.  To process renewal documents, see Processing GoSystem Tax RS renewal documents.   

Overview

When a renewal quote it edited, the original copy of the order form is not maintained within SFDC. Before making any changes save a copy of the original order form to your workstation. Renewal pricing was standardized in 2013, however many renewals will still reflect grandfathered rates lower than standard costs. It is critical to note the original rates in call notes.

Additional modules are available for purchase to enhance the offerings that are available through the base fee material. For a listing of the materials that are included in the base see the What's included in a base tab on the Quick Quote Calculator. Anything not in the base would have a cost associated with it and can be added at the firm's request. Refer to the Quick Quote Calculator for current pricing.

Include the following information in notes:

Once changes to renewal documents are saved in SFDC, reverting back to the original amount requires a manual adjustment. This cannot be done without including the above within call notes.

Adding modules with an associated cost

  1. Launch SFDC and generate the OneSource Order form that exists for the firm's current renewal. Save a copy of the original order form to your desktop and document the changes in your Flash notes. Once changes are made to the quote it is not possible to revert to the original order form.
  2. Open the Quick Quote Calculator and select the Customer Service Only tab.
  3. With the renewal quote open in SFDC navigate to the Quote Line Items sections and click Add/Remove materials. How to open a renewal quote.
    1. Click the Quotes tab shown below.

      Quotes Tab

    2. Click the name of the renewal quote to open it. A renewal quote will be named XXXX GoSystem Tax Renewal where XXXX is the tax year that needs to be renewed.

      Renewal Quote Name

    3. Scroll down the page to find the Quote Line Items section and click the Add/Remove materials button.

      Add/Remove Matiereals

  4. The material number can be found on the Calculator tab of the Quick Quote Calculator, and can be copied and pasted into the Search by Material Number field. It can also be found by using the filter attributes as follows:
    • Line of Business: GoSystem
    • Product Family: Modules (electronic filing) or Prior Year Access (PYA)
    • Product Group: Software
    • Product Year: Tax Year that is being renewed
  5. Mark the checkbox next to the desired material and click Add Selection to add to the renewal quote.
  6. Click List of Materials Added tab and enter any applicable quantities.
  7. Click Finish and on the next screen click Save to complete changes.
  8. In the Edit Quote Line Item screen ensure all materials are marked as renewable and the billing frequency is correct and click save. By default this will be set to monthly, see GoSystem Tax RS (GST) renewal terms and billing schedule.

    Note: Everything on the renewal quote should be marked as Renewal. In the Line Type column mark Renewal for all materials listed on the renewal quote, even for items that were not previously owned.

  9. Navigate back to the Quote Line Items section and click Price Quote. This will update pricing for anything that was changed to standard pricing on the quote.
    • If the pricing changes to an incorrect amount, update all pricing, and click the Save button.
  10. Navigate to the top of the page and click the Edit button to add a note about what was changed (including quantity and price) on the renewal. Enter the detail in the Notes to Self/Manager field, and click Save.
  11. At the top of the screen click Submit for Sales Approval to initiate the approval process and finalize the new order form.
  12. If new items are being added at the standard cost no approval is required and the new order form will be automatically approved. The new order form can be immediately generated and sent to the external user to review and sign.

$0 Add-on modules

Related topics

GoSystem Tax RS renewal overview

GST: Glossary of Available Modules