Thomson GoSystem Tax RS Quick Start Guide

Thomson GoSystem Tax RS Quick Start Guide

Here are instructions to help GoSystem users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with Thomson GoSystem tax software. Please note that GoSystem users must contact GruntWorx prior to the submission of the firm’s first Populate job. Access to web services at Thomson Reuters must first be enabled. Call 877-830-6059 X2 for Sales X3 for Support

How to Set up a GruntWorx Account

• From the GruntWorx.com homepage, enter your email address and click FREE TRIAL! Complete the Registration
• Look for the sign-up email including the temporary password
• Log in to the GruntWorx Portal and set up a new password
• Read and accept the master agreement and EULA
• In the top right-hand corner of the GruntWorx Dashboard, click on Settings
• Select the Admin Settings tab, then Firm Defaults
  TIP: Only users with Administrator rights have access to Admin Settings.

Security Settings

• Set firm-wide Two-Factor Authentication settings here

Default Settings

• Select Thomson GoSystem Tax RS as
  Tax Software

• Set firm-wide job preferences:

  • Option to have TradesAdd-On as default
  • Option for Repagination as default

• Click Save Settings after making any changes
  TIP: Repagination is where GruntWorx Organize sorts the pages submitted in the order of 1040.

Admin Settings also provides Firm Contact Info and Inventory settings

Firm Contact Info

• Update any firm details
• Click update firm to save changes

Inventory

• Provides detailed job history and the account’s current balance
• Run a Job Cost Report by selecting start and end dates and clicking download report

Other Settings are User Settings, Manage Accounts, and Manage Users
IMPORTANT: Admins must add users and give account permissions in order for others in the firm to have access.

User Settings

• Update User Contact Information at any time. This is used for GruntWorx to report any issues with job submissions.

• Job Status Notification preferences can be changed to text, email or no notifications

• Set the user’s Two Factor Authentication settings

• Enter Login ID, Firm ID, Firm Location and Password, identical to GoSystem Tax RS

• Click Update User Settings after making any changes

• Under User Preferences, the user can change  the Default Display Tab

• A Warn when the balance is below field allows the user to be alerted when the account balance reaches the selected amount.

• Admin users will have a check box to have the billing data displayed on the dashboard
  TIP: This is a great way to see individual costs at a glance

• Change Your GruntWorx Password here
  TIP: Passwords expire every 90 days

How to Add Clients

TIP: Trial users should have a fresh client return rolled from the prior tax year to current or make a new client in the GoSystem Tax RS tax software.
IMPORTANT: Each Client ID and Account number must be identical to the GoSystem Locator and Account number in the GoSystem Tax RS tax software.
TIP : When adding clients, make sure they are being added under the appropriate account tab.

How to Submit Jobs to GruntWorx

• From the GruntWorx Dashboard, click the client’s name to open the client details pane

• To upload the client’s source documents: either drag-and-drop PDF files, or click in the field with the dotted lines to browse the computer for files
  IMPORTANT: Add up to 15 PDFs per client, 150MB per PDF.

• Two boxes will appear

• Choose either Populate, to have all the data extracted and imported into GoSystem and have it Organized into a bookmarked PDF or Organize, to only receive a bookmarked PDF, labeled with Payer Names.

• Then choose to either Extract Trades, or have No Trades extracted.

  • Once selections are made, click Submit
  • When the job is complete, a job completion text message or email notification is sent to the user
    TIP: If a client provides their Capital Gains transactions or trades in excel format, do not submit to GruntWorx.
    Import the transactions directly into the return from within the tax software.

When a Job is Complete

• After receiving a Job Completion notification, log back in to the GruntWorx Dashboard

  • If the site stayed open in the browser, the page will need to be refreshed, and sign in again

• Click on the client’s name—notice the Job Status is Completed
  TIP: When the status is Completed, it means the extracted data has been imported into the client’s return within the GoSystem tax software. If Trades was selected during submission, the user will populate the transactions into the client’s tax file utilizing GoSystem’s Capital Gains Import tool.

  • If Organize was selected, there will be a PDF named bookmarked.pdf
  • If Trades was added to Organize, there will also be a Pointsheet.xls
  • If Populate or Populate with Trades was selected, there will be a bookmarked.pdf and a Pointsheet.xls Simply click on either file name to download and open

• The user should review the Diagnostics sheet in the Pointsheet.xls file.

  • There may be comments or flags on certain pages added by GruntWorx validators. If the job has any Customer Diagnostic Notes, it is recommended that the user check those pages thoroughly and make any necessary changes in the client tax file within GoSystem tax software.

TIP: Blue hyperlinks are provided with each Diagnostic and, when clicked, will bring the user directly to the corresponding page in the opened Bookmarked PDF.
IMPORTANT: The Diagnostics Sheet is purely for user review, as the extracted data in the Pointsheet has already been imported into the client’s return.

Considerations for Thomson GoSystem Tax RS Users

At the User Settings tab of the GruntWorx Dashboard Settings, users will add their GoSystem Tax RS login credentials. IMPORTANT: When a user’s login or password for GoSystem is updated, the GoSystem Login Information in GruntWorx User Settings must also be updated.
Under the Manage Accounts tab in Settings, users begin with a default account named Clients. During set-up and before the user’s first submission, the default account should be re-named to match one of the firm’s GoSystem Tax RS accounts.

TIP: All Account names must match the specific GoSystem Tax RS accounts associated with the firm’s client tax files.
IMPORTANT: Minimum required fields in the client tax file: Taxpayer and spouse name/s, SSN/s and filing status located on the Taxpayer Information screen in the General Information section of the Client Organizer.
TIP: The user must be logged out of the GoSystem Client tax file during job submission.

Tips for best scanning practices can be found here in this video.
For system, requirements click here.
For any support questions, call 877-830-6059 X3
or send an email to Support@GruntWorx.com
For any sales questions, call 877-830-6059 X2
or send an email to Sales@GruntWorx.com

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