2026-01-12 Release (Create binders for the 2025 tax year)

Release notes for January 12, 2026

Create binders for 2025 Tax year

The ability to create and send custom TaxCaddy DRLs is now available for the 2025 tax year.
note
Attention UltraTax CS customers
: An additional UltraTax CS integration setup is required to complete DRL and create binders for tax year 2025. Please ensure that you complete the one-time setup. Without this step, you will NOT be able to create a binder or custom DRL for tax year 2025.
Refer to the
Action Required: Activate New SurePrep-UltraTax CS Integration
article in the
Related Content
section for full documentation.
Select CREATE BINDER for the 2025 tax year

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