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Integration with UltraTax CS

Export data to UltraTax CS

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software.
Follow these steps to export data from SPbinder to UltraTax CS:
  1. Select the
    Export to Tax Software
     icon from the SPbinder toolbar. Alternatively, select
    Binder
    , point to
    Export
     and then select
    Export to Tax Software
    . You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     icon on that binder. Select
    Export to Tax
     from the dropdown menu.
  2. The Export to UltraTax CS window appears. Select
    Setup
    . You can skip this step if you have already set up the export path.
  3. Select a path from a dropdown that has been set up in
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    UltraTax CS
    , since you might have more than one path here. This would be in case you have set up separate locations for different tax years or if you own multiple offices.
  4. Select
    OK
    .
  5. Select
    Proceed
     to export the data to UltraTax CS.
  6. The export begins. Wait while the export processes.
  7. A message indicating the export was completed successfully appears.
  8. Open UltraTax CS to view the data exported from the FileRoom.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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