GoSystem Tax RS® Integration

This article provides instructions for how GoSystem® users can print a return directly to SafeSend Returns. Users can also upload returns manually as outlined in the Processing a Return article. 

Important

• If Single Sign-On is enabled, you must also be assigned Admin rights in User Management to transmit returns via GoSystem®.

Enable in GoSystem®

1. Click on the Admin.
2. Click on Firm Configuration from the left-hand menu.
3. Click the General Options tab.
4. Check Enable SafeSend to turn the integration on.
5. Click Update to save your settings.

Send to SafeSend

Info

The integration currently only supports 1040 and 1120 returns. All other return types will need to be manually uploaded into SafeSend Returns. See Recommended Print Settings for more details on how to print other return types. 

Print and Send

1. Select Print.
   •  
2. Select Taxpayer under Copy Types.
3. e-File Attachments will be selected by default. There is a 32 MB file size limit. 
   • Our best practice is to upload attachments through SafeSend. View Attachments Tab for more information. 
4. Click Send to SafeSend.
5. A log-in prompt will appear; enter SafeSend Credentials. 
6. Click Login. 

Create PDF and Send

Return can also be sent to SafeSend after you have created the PDF. 

1. Click Create PDF for the print option. 
2. Click the Open icon. 
   • This will open a PDF preview of the return. 
3. Once ready, click Send to SafeSend. 
4. A log-in prompt will appear; enter SafeSend Credentials. 
5. Click Login. 

Confirm

Once a return has been successfully sent to SafeSend Returns, the status will update.