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As part of the GoSytem Tax RS to UltraTax CS transition process, a clear picture of the cost to maintain similar GoSystem Tax RS functionality within UltraTax CS is given to the external user. After completing the steps in the Determining licensing needs section of GoSystem Tax RS to UltraTax CS transition process Customer Service representatives should email Customer Service - TRTA Professional to request an estimate. The assigned Customer Service Senior will create the estimate for required UltraTax CS licensing based on the provided Federal State usage report, complete the steps below.

Usage data for all entities is used to determine licensing needs for UltraTax CS. Conversions are not offered for all entities, see UltraTax CS Conversion: Release schedule / competitors available.

  1. Open the provided Federal/State usage report and ensure the provided workbook contains two tabs, one named "Federal" and the other "State." Complete steps 2-4 for both tabs.
  2. Delete any columns from each tab, other than the following:
    • Tax year
    • Taxpayer name
    • Tax type
    • State (for the state worksheet only)

    Note: Most states do not have separate filings for 990, 706, 709, or 5500 returns. For any of these entities note any state with five or more returns filed. For example, if there were seven 990 IL returns filed make note of this. Afterwards, filter these entities out of the states data only. For those noted, use the UltraTax CS: Breakeven Tables to determine if the unlimited modules is needed.

  3. Highlight each column and click Insert > PivotTable.
  4. In the Create PivotTable dialog, mark the New Worksheet checkbox for the location where the PivotTable report will be be placed and click OK. Rename each tab to differentiate the Federal PivotTable from the State.
  5. Open the Federal PivotTable and add PivotTable fields as follows:
    • Rows- Tax year and Tax type in this order.
    • Values- Taxpayer name.
  6. Open the State PivotTable and add PivotTable fields as follows:
    • Columns- Tax type.
    • Rows- Tax year and State in this order.
    • Values- Taxpayer name.
  7. Copy and paste \\pssg.local\UserServices\CS\CS Forms into the search field in your Start menu and open the CS forms folder.
  8. Open the GST to UT Worksheet file that corresponds to the current tax year being renewed by the external user.
  9. Click File > Save As and save to local workstation using file name [gst id]-gst-to-ut-worksheet.
  10. Click the "Fed" tab of the workbook you just saved to your local workstation. Add the pivot table data from the Federal State usage report as follows:
    • In the Federal State usage report, click on the tab that contains the Federal PivotTable.
    • Collapse all Tax years except for the current year.
    • Copy and paste the entity types from the Row Tables column into the Fed Return Type column on the GST to UT worksheet.
    • Copy and paste the number of taxpayers names from the Count of TaxPayer Name column into the Number of Returns column on the GST to UT worksheet.

    Excel displays the pricing for this mix of returns in UltraTax CS in the Federal Return Type section in the "My View" tab.

  11. Click the "States" tab and add the pivot table data from the Federal State usage report as follows:
    • In the Federal State usage report, click on the tab that contains the State Pivot table.
    • Collapse all tax years except for the current year.
    • Copy and paste the states from the Count of TaxPayer Name column into the State column on the GST to UT worksheet.
    • Copy and paste the count for each state by entity type listed in the corresponding field on the GST to UT worksheet.
  12. Open the "My View" tab and review the State section as follows:
    • Identify the states which exceed the break even point, according to the UltraTax CS: Breakeven Tables.
    • Enter the recommended unlimited state licenses in the Unlimited Stated Modules Recommended section.
    • Delete any rows from the States section that correspond to the recommended Unlimited States licenses.
  13. Complete the Electronic Filing section to add the necessary electronic filing licensing if requested.
  14. Complete the Virtual Office- Web Hosted Option section to add the needed web-based licensing if requested.
  15. Send the completed workbook back to the Customer Service Representative to follow up with the customer.