2017 Review of GoSystem Tax RS

GoSystem Tax RS from Thomson Reuters is best suited for mid-sized to larger firms that process complex returns for larger organizations and individuals. One of the earliest tax compliance solutions to offer a web-based solution, GoSystem Tax RS has offered web-accessible convenience since 1999, providing accounting professionals with the ability to access the system at their convenience. A mobile-accessible website (web app) at https://m.gosystem.com is offered for the purposes of tracking return e-file statuses on-the-go.

From the 2017 Review of Professional Tax Preparation Systems.

Completely web-based, GoSystem Tax RS offers an easily navigated user interface that supports multiple monitors and allows users to customize the system in order to display frequently used functions. The QuickTrack option allows users to easily navigate to frequently used organizer screens, and QuickForm provides users with a list of all major tax forms on a single screen, where users can then navigate to access the organizer screen they desire.

Electronic filing is available for federal and state forms, and the product easily handles multi-state returns. Integration with Planner CS allows accountants to create multiple tax strategies that can minimize client tax liability, including the ability to avoid alternative minimum tax, calculate required estimated tax payments, compare joint vs. married filing separately and much more. In addition, users can create an unlimited number of tax scenarios for their clients over any number of years, including both resident and nonresident tax liabilities. Accountants can also prepare professional tax projection presentations. Easy integration with CS Professional Suite applications means that firms have access to an unlimited number (sold in bundles of 1,000) of base portals through NetClient CS for a flat monthly fee. Using the portals provides clients with access to tax returns and other confidential documents. It also allows clients to easily share confidential documents via the portal, making it much easier to obtain vital information from clients.

For firms that wish to implement paperless solutions, GoSystem Tax RS offers seamless integration with third-party applications such as SurePrep and GruntWorx from Copanion offer automated creation of bookmarked PDF tax workpapers. Both systems also allow users to import tax data directly into GoSystem Tax RS client returns.

GoSystem Tax RS offers numerous integration options, with the product integrating with the CS Professional Suite and Enterprise Suite selection of products, which include Accounting CS, Workpapers CS and Engagement CS, along with document management applications such as FileCabinet CS and GoFileRoom. The product also integrates with Practice CS, Fixed Assets CS, and Planner CS, as well as NetClient CS. Integration with the optional Go-Tracker module allows users and administrators to log time, monitor vital dates, set milestones, and track tasks, helping to improve overall firm workflow while also ensuring that a vital due date is not overlooked.

GoSystem Tax RS offers excellent Help functionality throughout the application. Users also have easy access to numerous online tools and resources by accessing the Customer Center. Here, users can manage their account, access and download product enhancements, access the toll-free support center or begin a chat support session. The Help and How-To-Center offers access to support options for all CS Professional Suite modules, and users also have access to a searchable knowledgebase. User guides, training videos and an online user forum are also available. Training options vary, and include web, classroom, custom training, and on-demand training, with some training suggested prior to using the application.

GoSystem Tax RS is the go-to option for larger firms that routinely process complicated, multi-faceted returns for their clients. The system easily supports multi-preparers for a single return, and the extensive integration options with CS Professional Suite work to create a comprehensive application that can easily handle the most difficult return in a straight-forward manner. GoSystem Tax RS pricing is dependent on firm needs, and starts at around $4,000 per year for a single user.

2017 Rating: 5 Stars