Preparing GoSystem Tax data for conversion to UltraTax CS
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The first step to prepare data for conversion from GoSystem Tax RS 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 overview before you continue with the steps in this article.
2020 forms and schedules that convert from GoSystem Tax RS
Complete the following before you prepare data for conversion:
Remove any client passwords: You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
Rename, renumber, or modify client IDs. The Conversion Team will use the same client IDs in your old software. If you need to modify any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in .
In the Search field, enter Locator Transfer Request Form.
In the Search Results, click RS: 2020 Locator Transfer Guide and Transfer Request Form.
Select 2022 Locator Transfer Request Form.
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 (include the Locator Number, Name, and Type).
Notes:
For the most efficient conversion, you should send all data for a given year at the same time.
Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.