HomeUse case library Print and download a tax return
Description
Overview
Generating a print file of tax returns takes time. Leveraging the GoSystem Print Tax Documents API allows the user to generate PDFs and ZIP files for tax returns without having to navigate through all the steps of opening Print Preview within the Organizer inside a given locator.
Key Benefits:
- 1Reducing time and effort required to access a binder to then trigger print.
- 2Eliminating the need to regularly check the status of the print job for completion.
- 3Viewing the print options before generating a print job.
GoSystem Print Tax Documents Process Flow:
Whether you need to print one schedule or all tax documents for a given locator, utilize the GoSystem Print Tax Documents API to review print options, generate print, view the status of the print job, and finally download a copy of the tax return.
Scenarios heading:
Printing GoSystem tax return.
- Jodie needs to generate a copy of multiple tax returns for her manager to review.
- She logs into GoSystem, filters down to the tax return, and then navigates to open the locator.
- Once the locator is open, she then navigates to the Organizer.
- Jodie then opens Print and reviews the Print Options before triggering the print job.
- She needs to wait for the print file to be processed, before she is able to download a copy of the tax return.
Workflow diagram for typical print process1
GET PRINT OPTIONS (optional).
Use to get available print options for Tax Return Id.
2
POST TAX DOCUMENTS PRINT
Use to create a tax return document for a given Account, Tax Return Id, and tax document type.
3
GET TAX DOCUMENTS STATUS
Use to check the status of a document creation process by Job Id and Tax Return Id.
4
GET TAX DOCUMENTS PROCESS ID (optional).
GET TAX DOCUMENTS PROCESS ID (optional).Use to retrieve a document as PDF or ZIP file for a given Job Id and Tax Return Id.