GoSystem Tax RS® E-File Integration

This integration allows users to e-file tax returns directly from SafeSend Returns. This streamlines the e-file process. Returns no longer need to be exported from SafeSend and manually imported into GoSystem® for e-filing. 

E-File integration key capabilities include:

• Direct E-File Submission: Trigger e-filing of completed tax returns from SafeSend Returns.
• API-Driven Workflow: SafeSend Returns uses GoSystem®’s cloud-based E-File API for validation, status checks, and submission.
• Manual & Automatic E-Filing: Administrators can enable manual or automatic e-filing after signature completion.
• Role-Based Access Control (RBAC): Only authorized users can initiate e-filing.

Please Note:

• Only returns uploaded using the GoSystem Tax RS® Integration are eligible for the e-file integration. 
• Integration requires a Premium Tier SafeSend account. 
• The efile candidate in GoSystem must be ready to efile and locked. 
• Non-validated returns cannot be released. 
• Returns must have a valid locator ID in GoSystem. 

Permissions

Users must be granted permission to access this feature. 

Please note:

Only System Admins have access to the SafeSend Account Management and User Management sections.

To edit users in bulk, see our User Management: Bulk Import or Edit Users article. 

Create a Custom User Group

1. Click the Navigation Widget in the top right corner.
2. Select Account Management.
   • A new tab opens.
3. Select User Management.

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4. Click the User Groups tab.
5. Click Add User Group.
6. Enter the Name of the group.
7. Enter a Description.
   • This can be a general description of what roles this group has.
   • There is a character limit of 100 for this field.
8. Select the Roles to be applied to the group.
   • Apply only Tax Processing - Efile OR
   • Create a custom group with additional permissions.
9. Select Add Group. 

   • 

Add Users to the Group

1. Click the Navigation Widget in the top right corner.
2. Select Account Management.
   • A new tab opens.
3. Click User Management.

   • 

4. Click Edit in the Actions menu of the user to be updated.
5. Check the Name you created for the e-file integration in the User Group section.
6. Click Update to save any changes made.

Enable the Integration

The GoSystem account API and user credentials must be entered in SafeSend to enable the integration. 

Please note:

Only System Admins have access to the Product Settings section in SafeSend.

GoSystem

See the Tax File Activation on web for GoSystem Tax RS API article for information about activating APIs in GoSystem. 

Register for the GoSystem Developer Portal to generate a key. 

SafeSend

1. Click the Navigation Widget.
2. Click Product Settings.
3. Click Integration Options in the left panel.
4. Toggle GoSystem on in the E-File section.
5. Enter your GoSystem LoginID.
6. Enter your GoSystem Firm name. 
7. Enter your GoSystem Location.
8. Enter your GoSystem API Key. 
9. Click Authenticate.  

Configuration

Your firm can automatically release e-file forms in GoSystem as soon as the documents are signed in SafeSend. 

Important

SafeSend is not responsible for filing errors or rejections when e-filing is initiated automatically upon signature completion.

1. Check the Automatic Send E-File checkbox (optional). 

Manually Release E-file Forms

E-file forms can be released manually from the Delivered Returns dashboard. This can be done individually or in bulk. 

Bulk E-File Release 

1. Check the box to the left of the taxpayer's name.
2. Click Release E-File above. 

Individual E-File Release

1. Click the More Action Items (...) icon.
2. Click Release E-File.

Reporting

The E-file Status column displays the current release status for the e-file forms in SafeSend. This does not reflect the current e-file status in GoSystem. 

1. Click the Column Options button to enable/disable this column. 
2. Filter by E-file Status using the drop-down. 

Troubleshooting

If the document release fails or displays an error, review the troubleshooting steps below. 

Account and Settings

• Ensure users have the appropriate SafeSend permissions as outlined above. 
• Ensure the integration is enabled in your Product Settings. 

Upload Requirements 

• Ensure the return was originally uploaded using the GoSystem Tax RS® Integration. 
• Currently, only 1120 and 1040 returns can be uploaded using the GoSystem Tax RS® integration, so other return types cannot be manually or automatically released from SafeSend. 

GoSystem Status

• The efile candidate in GoSystemTax must be ready to efile and locked for it to be released. 
• SafeSend will prevent e-filing for non-validated returns and will display errors if the IRS rejects the submission or validation fails. 

Related Articles

Product Settings Overview

Delivered Return: Bulk Action Icons

Delivered Returns: Action Menu