GoSystem QAP Sample Demo Guide
Table of Contents
- Overview
- Objective
- Platforms Involved
- Scope
- Related Resources
- Use Case
- Workflow
- Exhibits / Appendices / Forms / Supporting Documents/Resources
- Change Control Log
Overview
This guide provides detailed instructions for using GoSystem's QAP sample demo, focusing on navigating the diagnostic checks and form views, as well as addressing common issues and discrepancies in tax preparation.
Objective
The primary goal of this guide is to equip users with the necessary steps and knowledge to effectively utilize GoSystem, ensuring a smoother experience in tax preparation and diagnostic checks.
Platforms Involved
- GoSystem
Scope
This guide applies to users engaged in tax preparation using the GoSystem platform, particularly those responsible for diagnostic checks and reviewing tax summaries.
Related Resources
Use Case
This guide is intended for users tasked with preparing tax returns using GoSystem, focusing on ensuring accuracy in input data and understanding the diagnostic process.
Workflow
Step 1: Check Diagnostic
After ensuring all entries are complete, users should perform a diagnostic check. This is crucial for identifying any errors or necessary adjustments.
Step 2: Navigating the Form View
To view the diagnostic results, navigate through the diagnostic section. This will allow you to see any incomplete entries.
Step 3: Handling Differences in Income
If there are discrepancies such as a $1 difference in the input data, GoSystem will automatically highlight these issues for resolution.
Step 4: Reviewing Tax Summary
Users should review the tax summary to ensure that all entries align correctly with the balance sheet and income statements. This step is essential for confirming the accuracy of the filings.
Step 5: Familiarization with the System
Becoming familiar with the GoSystem platform is vital. Users should spend time learning where to input data correctly to avoid common pitfalls.
Exhibits / Appendices / Forms / Supporting Documents/Resources
- Sample tax forms
- Previous year return comparisons
Change Control Log
- Version 1.0 - Initial creation of the guide
- Version 1.1 - Added screenshots and detailed steps for clarity
This guide aims to simplify the process of using GoSystem for tax preparation. As users become more familiar with the platform, the efficiency of their workflow will improve significantly.