Set up UltraTax CS Outsource folder

When you outsource returns to SurePrep for full preparation, you need to provide a copy of your tax software file. You also need a folder to download and store the completed tax software files submitted by SurePrep after preparation.

Select a network location to save your SurePrep information. Select a location that is easily accessible by all internal staff that will access data sent to and received from SurePrep.

Create a main folder that will store all SurePrep information named SurePrep
.

Within SurePrep
, create a folder called Submit To SurePrep
. This is a central location used to store all documents and tax files ready to upload to SurePrep.

Create a second folder within SurePrep
called Received From SurePrep
. This is a central location used to save all workpapers and files received from SurePrep.

Setup Outsource folder path

Go to FileRoom
, Admin
, Account Setup
, then Tax File Activation
.