Migrate GoSystem Tax RS data to Onvio

Use this article to migrate data from GoSystem Tax RS to Onvio.

Before you start

Prepare your data for migration.

2020 forms and schedules that convert from GoSystem Tax RS

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2441 1099R
Payments Schedule D 2106 1099Q
Misc. Income Schedule E 2441 SSA-1099
Misc. Deductions Schedule F 2555
Education Expenses Schedule H 4797
IRA Information Schedule K-1 6252
Keogh/Sep/Simple Schedule K1-T 8839
Depreciation 8886
Carryovers
Two Year Comparison

Note: Select state data is converted for the state of CA, CT, NJ and NY.

General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 2210
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 5227
Beneficiary Information Schedule E 6252
Balance Sheet Schedule F
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation

Migration steps

  1. Log in to GoSystem Tax RS.
  2. Select Help, then Customer Center.
  3. If prompted, log in to your OnePass account.
  4. In the Search field, enter Locator Transfer Request Form.
  5. In the Search Results, click RS: 2020 Locator Transfer Guide and Transfer Request Form.
  6. Select 2021 Locator Transfer Request Form.
  7. Complete the Locator Transfer Request form.
    • Be sure to mark the GST to UT Conversion checkbox, even though you're converting to Onvio.
    • Complete the Source / Sending and Destination / Receiving Firm information.
    • Add all locators that you want to convert to Onvio (include the Locator Number, Name, and Type).

      Note: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.

  8. Send the completed form to the Locator Transfer Desk at tta.transferdesk@thomson.com.
  9. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

  1. To view conflicts, select Setup, then Migrations in Onvio.
  2. Select Third-party applications.
  3. For each conflict listed, select the plus sign to expand details on the conflict.
  4. Select Create new record or Use this record.
  5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.


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