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Internal: GoSystem Tax RS renewal overview

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Renewals for GoSystem Tax RS (GST) become available just after the close of the current tax season, typically late April each year. At this time there is no online self-service renewal option for GoSystem Tax RS users. For Core accounts that are up for renewal, a physical renewal packet is mailed. It contains the renewal order form, and transactional pricing addendum. Enterprise accounts up for renewal will be contacted directly by their Client Service Manager to discuss renewal options.

Note: Multiyear renewals are available for GST renewals. A renewal will only be needed when the term of the last signed renewal is ending. This can be determined by viewing subscriptions within Salesforce.com (SFDC), see Viewing Subscriptions in Salesforce.com (SFDC).

Handling guidelines

Generating GoSystem Tax RS renewal documents

GoSystem Tax RS interim renewals for add-on orders

GoSystem Tax RS renewals- frequently asked questions

GoSystem Tax RS renewal terms and billing schedule

Processing GoSystem Tax RS renewal documents

GoSystem RS breakeven information

Editing renewal documents

Adding new modules to GoSystem Tax RS renewals

Adding/Removing locators or users from GoSystem Tax RS renewals

Adding unlimited modules to GoSystem Tax RS renewals

Modifying GoSystem Tax RS renewal terms or billing plans

Changing price increase percentage

GoSystem Tax RS to UltraTax CS transitions

Pre-Qualifying GoSystem Tax RS to UltraTax CS transitions

GoSystem Tax RS to UltraTax CS transition process

Worksheet instructions for GoSystem Tax RS to UltraTax CS transitions

UltraTax CS to GoSystem RS transition

Cancellations/No longer using (NLU)

GoSystem Tax RS data retention plans

GoSystem Tax RS renewal cancellations

No Longer Using (NLU)

Related topics

GST: Glossary of Available Modules

GoSystem e-file transaction charges

GoSystem Tax RS (GST) Locator Transfers

Prior Year Access (PYA) for GoSystem Tax RS

Transactional fees for GoSystem Tax RS

GoSystem RS merge process