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GoSystem Integration Setup: Developer Portal and App Provisioning Settings

This article outlines the five main steps required to set up integration between K1 Aggregator and GoSystem RS (as well as ONESOURCE Income Tax Express RS).

STEP 1

Create an account on the TR Developer Portal: https://developers.thomsonreuters.com/pages/home

STEP 2

Open a TR support ticket to request that they provision the API app for your GoSystem account (see link below) and make sure the Data Connection subscription is enabled on your account.

Provide the following information in your request:

  • The user email for the account tied to the Developer Portal.
  • The required API model: https://developerportal.thomsonreuters.com/gosystem
  • Request to enable the required Data Connection subscription.
  • They will set up the app in your Developer Portal. We suggest naming the app K1 Aggregator or similar so that it's easily identifiable.
  • Once TR has confirmed your app is ready and the Data Connector is enabled, proceed to Step 3.

STEP 3

Application settings

  • Open the TR Developer Portal.
  • Click on the new Application tile that TR has added.
  • Scroll to the bottom of the page and enter this as the Callback URL: https://k1aggregator.k1x.io/integration/redirectgo
  • Scroll to the top of the page and select Permissions to the left of the main content area.
  • Ensure all users who should be able to use the K1 Aggregator integration are added.
  • Go back to the Application Settings page.
  • Copy the Client ID and Client Secret from your new GoSystem application.

STEP 4

Configure the K1 Aggregator to GoSystem Integration

Before sending data to GoSystem, you will need to set up the connection from K1 Aggregator to GoSystem. 

OAuth Setup Instructions

    • Open the "Tenant Settings" page and expand the "GoSystem Data Integration" -or- the "Onesource Income Tax Express RS Data Integration" section (based on your TR product).
    • Enter your Client ID and Secret in the corresponding fields.

     

    STEP 5

    Click the Test button from the K1 Aggregator integration page. You should see the GoSystem login screen.

    You should now be able to send investment activity data from K1 Aggregator.

    This integration process supports both the GoSystemRS and Onesource Income Tax Express RS products, the only difference is that you will enter your Client ID and Client Secret in the ONESOURCE Income Tax Express Tenant Settings section in K1 Aggregator.

    Instance and Investment Mapping

    A successful extraction requires the following fields in K1 Aggregator Instance Settings to match the data in the Onesource Income Tax Locator:

    K-1 Aggregator Field
    GoSystem Field
    Definition
    Details
    Navigation
    Screen Shot
    Account Number (Instance)
    Account
    4 character alphanumeric
    n/a
    Returns screen > Account column
    Return ID (Instance)
    Return
    6 character alphanumeric
    locator, binder, and return are used interchangeably
    Returns screen > Return column
    Tax Year (Instance)
    Year
    n/a
    n/a
    Returns screen > Year column
    Entity Type (Instance)
    Entity Type (column option)
    Pre-defined list of type of return filed
    US Partnership, Trust, Individual
    Returns screen > Entity Type column
    Tax Form Type (Instance)
    Tax Type
    Return filed form type
    1041, 1065, 1120S
    Returns screen > Tax Type column
    State of Residence (Instance)
    1040: Add States/Cities
    1041: Add/Delete States
    Available only if Tax Form Type = 1040 or 1041
    Resident state
    1040: Organizer > States > Add States/Cities
    1041: Organizer > States > Add/Delete States

    Ownership (Investment)
    		  
    Taxpayer, Spouse, Joint (TSJ)
    1040 only. Field name may be different across screens
    Income > Schedule K-1 > K-1 Name > Schedule K-1 Information
    Entity Type (Investment)
    Schedule K-1 Type
    Pre-defined list of entity types to identify how the investment is treated for US tax purposes
    n/a
    1040: Organizer > Income > K-1 Income > K-1 Name > K-1 Information
    Activity Number (Investment)
    Activity number (system generated)
    Up to 10 digit number
    path may be different across entity types/screens
    Organizer > Income > Schedule K-1> K-1 Name > Schedule K-1 Information
    EIN (Investment)
    Federal EIN
    9 character alphanumeric
    n/a
    1040: Organizer > Income > K-1 Income > K-1 Name > K-1 Information
    Activity Name (Activity)
    K-1 Name
    40-55 character alphanumeric (depending on tax type, 1040 is 55 characters, 1120, 1065, and 1041 are 40 characters)
    field name and path may be different across entity types/screens
    Organizer > Income > Schedule K-1 > K-1 Name > Schedule K-1 Information > Schedule K-1 Name field

     

    Tips:

    • Regularly save your work and verify changes before refreshing or navigating away from the page.
    • Document any recurring issues with screenshots and detailed descriptions to assist technical support.

    For further assistance, contact the K1x Support Team by clicking on the "Get Help" button in our app or here in our Help Center.