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.
  3. The
    Restore
    window will open. Select the client and select
    Restore
    .
  4. It will now be restored into UltraTax, and you can check the return prepared and completed by SurePrep.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close