GoSystem Preparation Guide for QAP Sample Demo
Table of Contents
- Overview
- Objective
- Platforms Involved
- Scope
- Related Resources
- Use Case
Overview
This guide provides a detailed walkthrough of the preparation process for utilizing the GoSystem in a QAP sample demo. It includes step-by-step instructions, tips, and screenshots to facilitate understanding and execution.
Objective
The primary goal of this guide is to familiarize users with the GoSystem, ensuring they understand how to navigate the platform and perform necessary preparations for the upcoming business season.
Platforms Involved
- GoSystem
- PCS
- Confluence
Scope
This guide applies to all team members involved in the preparation process for the QAP demo utilizing the GoSystem.
Related Resources
Use Case
This guide is intended for individuals preparing to shift to the GoSystem for the next business season, specifically for QAP-related tasks.
Workflow
Step 1: Initial Setup
- Start by following the steps demonstrated by Drew in the Confluence page.
- The main focus today is the preparation process.
- Ensure you are familiar with the GoSystem, as we will be transitioning to it next year.
Step 2: Creating the Return
- Begin with the PCS by setting a timer for your tasks.
- Follow the checklist that Drew used in Confluence to ensure all necessary steps are covered.
- Launch the GoSystem once the timer is set. Click on 'returns' to start creating your sample return.
- Ensure to enter the correct account type (MP6Q for 2023) and other details.
- Finally, confirm your entries and click 'create' to set up your return.
Step 3: Completing Permafiles
- Before proceeding, complete the necessary permafiles to prepare for data input.
- Make sure to gather all relevant support documents, including W-2 forms and financial statements.
Step 4: Inputting Data
- Begin inputting data into the GoSystem, ensuring that all entries are accurate and up-to-date.
- Utilize the 2023 tax organizer for the most current information.
- Double-check all entries, particularly the shareholder names and relevant tax data.
Exhibits / Appendices / Forms / Supporting Documents/Resources
Change Control Log
- Initial creation of the guide on [insert date].
- Updates made based on user feedback on [insert date].