E-File Process in Go Systems Tax
Table of Contents
Overview
This guide provides step-by-step instructions on how to complete the e-file process in Go Systems Tax. It is designed for users to efficiently navigate and complete tax return e-filing.
Objective
The primary goal of this guide is to ensure accurate and timely submission of tax returns through the Go Systems Tax e-file system.
Platforms Involved
- Go Systems Tax
Scope
This guide applies to users who are responsible for processing and submitting e-file tax returns using Go Systems Tax.
Use Case
This process is applicable when a user needs to prepare and submit tax returns for a specific tax year using the Go Systems Tax platform.
Workflow
Step 1
Navigate to the Go Systems Tax platform and access the return processing section.
Step 2
Select the e-file option and then choose the returns you wish to process.
Step 3
Ensure the account information and tax year are correct for the e-file batch creation.
Step 4
Set the type to 1120 and filter the list by name, client code, or locator as needed.
Step 5
Choose whether to send federal, state, or both types of returns. Proceed by clicking continue.
Step 6
Select all returns that appear and submit them for e-filing. Once submitted, the process will start.
Change Control Log
- Initial creation based on video transcription and segment data.