Exporting UBI to GoSystem Trust Import Template

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Federal UBI data from Form 1065 investments can be exported to a GoSystem import template for exempt trusts by following the process outlined below.

1. In a tax year 2022 instance with Trust as the entity type and either UBI or Both Taxable Income and UBI as the income type, navigate to the Manage Investments dashboard.
2. Select desired Form 1065 investments and choose Export Selected Investment(s) from the dropdown next to Select All. 
3. Choose Federal UBI as the export amount type and GoSystem Template as the export format.
4. Open notifications by clicking the bell icon to retrieve the export file.

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To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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