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Internal: Modifying GoSystem Tax RS renewal terms or billing plans

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All renewal documents are generated and edited through Salesforce.com (SFDC). For additional assistance with renewals, see Generating GoSystem Tax RS renewal documents or Processing GoSystem Tax RS renewal documents.   

By default renewal terms for all GoSystem Tax RS renewals are three years with a monthly billing schedule, see GoSystem Tax RS renewal terms and billing schedule. These can be modified during the renewal process, follow the guidelines detailed below.

Modifying renewal terms

Renewal terms can be set between one and three years, depending on the external user's request. Renewal terms can only be changed if the renewal has not been processed. Acceptance of the full terms on the order form is given by signing and returning the renewal order form. For more information about cancellations, see GoSystem Tax RS renewal cancellation.

Changing term length in SFDC

To change the term length of a renewal in SFDC complete the following steps :

  1. Open the renewal quote in SFDC. Show me.
    1. Launch SFDC and enter the GST PAN or the  SAP ID into the search field. (Hint, most SAP ID's begin with 100428XXXX.).
    2. Click on the firm name to open the account.
    3. Hover over the Quotes Tab in the upper portion of the screen and click on the renewal quote to open it. True renewal quotes will be named XXXX GoSystem Tax Renewal where XXXX indicates the tax year that needs to be renewed.
  2. Click the Edit button in the top portion of the screen to open the Quote Edit dialog. Show me.
    Edit Quote
  3. In the Quote Edit dialog choose the new renewal term length from the Number of Years drop-down-list and click save. Show me.
    Number of Years
  4. Click the Submit for Sales Approval button to finalize the changes. Show me.
    Submit for Sales Approval
  5. If no other changes are being made the quote will auto approve and new renewal documents can be generated. Refer to the Status field in the Quote Information section.

Modify billing schedules

By default renewal fees are invoiced monthly, see GoSystem Tax RS renewal terms and billing schedule. The steps required to change to annual billing depend on if the renewal has been processed. To modify billing plans from monthly to annually, complete the following steps:

Before the renewal is processed

  1. Open the renewal quote in SFDC. Show me.
    1. Launch SFDC and enter the GST PAN or the SAP ID into the search field. (Hint, most SAP ID's begin with 100428XXXX.).
    2. Click on the firm name to open the account.
    3. Hover over the Quotes Tab in the upper portion of the screen and click on the renewal quote to open it. True renewal quotes will be named XXXX GoSystem Tax Renewal where XXXX indicates the tax year that needs to be renewed.
  2. Scroll down to the Quote Line Items section and click Edit Quote Line items. Show me.
    Edit Quote Line Items
  3. In the Quote Line Items dialog choose Annually:A from the Billing Frequency drop-down-list and click save. Show me.
    Billing Frequency
  4. Click the Submit for Sales Approval button to finalize the changes. Show me.
    Submit
  5. If no other changes are being made the quote will auto approve and new renewal documents can be generated. Refer to the Status field in the Quote Information section.

After a renewal is processed

Requests to change billing schedule from monthly installment to one annual payment are made through the WSS Billing team via email. Once a change has been made from an installment to annual it cannot be reverted back.

Additional billing contact information