Restore tax files for UltraTax

When a binder is completed, you'll need to download the UltraTax file from FileRoom and restore it to UltraTax.
  1. Open 
    x:\SurePrep\Received from SurePrep
    , where
    x
    is your network drive letter.
  2. Open the
    .csd file
    that you'd like to restore to open UltraTax..CSD file
  3. The
    Restore
    window will open. Select the client and select
    Restore
    .Restore button in the Restore window
  4. It will now be restored into UltraTax, and you can check the return prepared and completed by SurePrep.

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