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Internal: GoSystem Tax contracts & contract renewal process overview

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The GoSystem Tax licenses or subscriptions a firm owns - such as users, locators, and modules - is referred to as their contract. You can use SalesForce to view a firm's current subscriptions or renewal order form. A contract renewal is only required when the term of the last signed contract is ending. Terms can be adjusted to one, two, or five years upon request. For details, see GoSytem Tax renewal terms and billing schedule.

GoSystem Tax products and services are licensed under a contract based license model that is legally binding. By default, contract terms are set to three years. Before signing and returning contract renewal order forms users must review the contract terms. If a multi-year contract has been signed the external user is responsible for the full value of all remaining years. For details, see Internal: GoSystem Tax contract cancellations.

Renewals for GoSystem Tax RS (GST) become available just after the close of the current tax season, typically late April each year. Enterprise accounts up for renewal will be contacted directly by their Client Service Manager to discuss renewal options. To assist a core account in completing the renewal process, follow the guidelines provided below.

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)

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GoSystem Tax account numbers and uses

Programs used by Customer Service for GoSystem Tax call handling

Contact information for internal GoSystem Tax teams

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GoSystem Tax RS (GST) Locator Transfers

Prior Year Access (PYA) for GoSystem Tax RS

Transactional fees for GoSystem Tax RS

GoSystem RS merge process

GoSystem RS renewal campaign