GoSystems Tax
The Brokerage Statement Template import feature can populate many of the fields on the 1040 Brokerage Statement input screens. This template is exclusive...
Thu, 28 Jan, 2021 at 6:55 AM
The Charitable Contribution Template import feature can populate many of the fields on the Charitable Contribution input screen. This template is used ex...
Thu, 28 Jan, 2021 at 7:04 AM
The Crypto Gain Template import feature can populate many of the fields on the Virtual Currency Gains input screen. Navigation for Fields in th...
Thu, 28 Jan, 2021 at 7:07 AM
The K-1 Template import feature can populate many of the fields on the 1040 Schedule K-1 input screens. This template is exclusively used for the 1040 ta...
Thu, 28 Jan, 2021 at 7:10 AM
The PFIC Template import feature can populate many of the fields on the 1040 PFIC input screens. This template is exclusively used for the 1040 tax appli...
Wed, 27 Oct, 2021 at 4:54 PM
The Schedule C and E Template import feature can populate many of the fields on the 1040 Schedule C and E input screens. This template is exclusively use...
Thu, 28 Jan, 2021 at 7:18 AM
The K-1 Template import feature can populate many of the fields on the 1041 Schedule K-1 input screens. This template is exclusively used for the 1041 ta...
Thu, 28 Jan, 2021 at 7:24 AM
How Data is deleted on Import The data template import will delete data before the new information is imported. This will ensure that, after the impo...
Thu, 28 Jan, 2021 at 7:48 AM
https://www.riahelp.com/html/2020/guides/impexp/2020_Data_Import_Templates.pdf
Thu, 28 Jan, 2021 at 12:25 PM
1. Go to Organizer > General Information > Return and Print Options 2. Click on the Basic Options tab 3. Change the Client ID (Client Code) ...
Mon, 8 Feb, 2021 at 1:06 AM