Gosystems 1040 locators can be exported to BNA by doing the following:
Step 1: Login to Gosystem.
Once Bloomberg Tax Export is selected, fill in the information to find the locator needed. Click Continue.
Then select the return on the next screen and click Continue and Close.
Next you will be back to the Bloomberg Tax Export screen. Click on the Batch Status button at the top.
Next it defaults to today’s date for Date batch submitted, so just click Continue.
Click on blue hyperlink for the Batch ID
When status is File Export Complete, you can then click Download All to get the export file. Save to where you will remember…
From within BNA, go to the client you want to import the plan. Click on button to Import Plan and browse to where you saved the file downloaded from Gosystem.
