Preparing GoSystem Tax data for conversion to UltraTax CS

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The first step to prepare data for conversion from GoSystem Tax to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.

If you are just getting started, check out the Conversion Toolkit before you continue with the steps in this article.

2017 forms and schedules that convert from GoSystem Tax

If you are converting 2017 data from GoSystem Tax to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2441 1099R
Payments Schedule D 2106 1099Q
Misc. Income Schedule E 2441 SSA-1099
Misc. Deductions Schedule F 2555
Education Expenses Schedule H 4797
IRA Information Schedule K-1 6252
Keogh/Sep/Simple Schedule K1-T 8839
Depreciation 8886
Carryovers
Two Year Comparison

Note: Select state data is converted for the state of CA, CT, NJ and NY.

General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 2210
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 5227
Beneficiary Information Schedule E 6252
Balance Sheet Schedule F
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation

2017 forms and schedules that convert from GoSystem Tax

If you are converting 2017 data from GoSystem Tax to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2441 1099R
Payments Schedule D 2106 1099Q
Misc. Income Schedule E 2441 SSA-1099
Misc. Deductions Schedule F 2555
Education Expenses Schedule H 4797
IRA Information Schedule K-1 6252
Keogh/Sep/Simple Schedule K1-T 8839
Depreciation 8886
Carryovers
Two Year Comparison

Note: Select state data is converted for the state of CA, CT, NJ and NY.

General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 2210
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 5227
Beneficiary Information Schedule E 6252
Balance Sheet Schedule F
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation

Before you provide data to convert

Before you prepare data for conversion, rename, renumber, or modify client IDs to avoid issues in the conversion process. Client IDs must be unique across all entities in UltraTax CS.

Prepare data for conversion

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  1. Log in to https://gosystemrs.fasttax.com/.
  2. On the right side of your GoSystem Tax screen, choose Help, and then click Customer Center. If prompted, log in to your OnePass account.
  3. In the Search field, enter Locator Transfer Request Form.
  4. In the Search Results, click RS: 2018 Locator Transfer Guide and Transfer Request Form.
  5. Select 2018 Locator Transfer Request Form.
  6. Complete the Locator Transfer Request form.
    • Be sure to mark the GST to UT Conversion checkbox.
    • Complete the Source / Sending and Destination / Receiving Firm information.

    • Add all locators that you want to convert to UltraTax CS (include the Locator Number, Name, and Type).

      For the most efficient conversion, you should send all data for a given year at the same time.

  7. Send the completed form to the Locator Transfer Desk at tta.transferdesk@thomson.com.

Your data is now ready to be uploaded for conversion to UltraTax CS. Continue the process by setting up a conversion on the tax.tr.com website.

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