Tax & Accounting Blog

What You Need to Know about Preseason Rollovers

CS Tax & Asset Management Solutions October 21, 2013

You have two options for rolling over your 2012 returns to 2013. One, you can rollover returns in your own office, or two, you can let us take on the task and rollover your returns for you. The decision is up to you.

Rollovers in Your Office
If you choose to rollover returns in your own office, you’ll have the flexibility to rollover a single return or process multiple returns by using the batch rollover function. Your firm controls who will perform the rollover and when the rollover will take place. To begin the rollover process in your office, follow these steps. 

  1. Navigate the GoSystem Tax RS Browser to Return Processing.
  2. Click Preseason Processing.
  3. Click Preseason In Your Office.
  4. Click Rollover

Rollovers through Thomson Reuters
If you choose to have us perform your rollover as part of our Preseason Services, we’ll also provide you with organizers for your 1040 returns. We recommend this option for firms with a large number of returns to rollover. To begin the rollover process with Thomson Reuters, follow these steps. 

  1. Navigate the GoSystem Tax RS Browser to Return Processing.
  2. Click Preseason Processing.
  3. Click Preseason at Thomson Reuters.
  4. Click Client Information Form and review the information, updating as necessary.
  5. Click the Ready for Preseason button.
  6. Click Preseason Options, and mark the applicable checkboxes.
  7. Navigate the GoSystem Tax RS Browser to Return Processing.
  8. Click Preseason Processing.
  9. Click Preseason at Thomson Reuters.
  10. Click Authorize to open the Preseason at Thomson Reuters – Authorization Page.
  11. Select the applicable accounts, and then click Authorize

Please note: We will not begin any of your preseason services until you have authorized us to do so via the Authorization page.

If you choose to register for Preseason Services with us, it’s very important that you do not rollover your own returns. Doing so will prevent the 1040 Organizers from printing.

For more information about these options, please see the User Reference Guide: Preparing for Tax Season 2013 available on Product Assistance.