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Integration with UltraTax CS

Activate UltraTax CS

Tax File Activation
lets your firm integrate SurePrep with your tax software. Activation lets SurePrep the ability to communicate information with your tax software. To integrate UltraTax CS (local/desktop), you can follow the instructions in this article to set up a default location to save UltraTax CS data.
Firms using UltraTax CS (Virtual Office or SaaS) you'll need to use a different method to activate SurePrep integration.
Follow these steps to define the default location:
Go to
FileRoom
,
Admin
,
Account Setup
, then
Tax File Activation
.
Open the PBFX file once it completes downloading.
When the
Tax File Activation
 window appears, select the
UltraTax CS
 tab.
There are three options to select UltraTax CS tax software:
  • UltraTax CS (Local/Desktop)
    : Select this option if you are only using a local copy of UltraTax installed on your desktop.
  • UltraTax CS (Virtual Office CS or SaaS)
    : Select this option if you are only using a virtual server copy of UltraTax CS. Follow the remaining steps in the linked article.
    • (Legacy for older tax years) Activate UltraTax Virtual Office CS
      for 2021 and earlier tax years
      .
  • Both
    : Select this option if you are using both the local and virtual install.
The selected option will reflect on the template displayed on the
Create New Binder
 window.
Select
Add New Path
 to set a new account. A blank row will appear.
On the
UltraTax CS Data\Installation Folders
 field, go to the network or local path location where the UltraTax CS file is.
UltraTax CS:
View instructions on which UltraTax CS installation folder path needs to be selected.
Make your UltraTax CS Folder selection with the following steps:
  1. Open
    UltraTax CS
    .
  2. On the
    Setup
     menu, select
    User Preferences
    .
  3. On the
    User preferences
     window, select the
    File Locations
     tab. Note down the path up to the
    WinCSI
     folder (for example, C:\\WinCSI\).
  4. Go to
    FileRoom
    ,
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    UltraTax CS
     tab. Select the installation (WinCSI) folder path that appeared in the previous step.
  5. Select the
    Save
     icon to save the details or select the
    Cancel
     icon to close without saving any changes.
The
Created By
,
Created On
,
Modified By
, and
Modified On
 fields auto-populate with the User Name and the system date and time.
This newly added path appears with the title and path.
To edit the path after it is added, select the
Edit
 icon. To delete the path, select the
Delete
 icon to delete the path.

What's next?

After completing the previous steps, you can now:
  • Create binders in the
    FileRoom
    .
  • Add a new UltraTax CS client in TaxCaddy. >

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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