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Get a PRP code

Per-Return Pricing (PRP) codes are part of the payment process for Per-Return Pricing.
Before you download PRP codes, you may need to:
  • Download the licenses (if you've recently updated them), or
  • Turn on Virtual Office CS or SaaS PRP licenses (if you're on Virtual Office CS or SaaS and need a PRP code for a state you've never prepared before).

Download a code

  1. Open UltraTax CS.
  2. If you haven't already, enter a TIN in the client. To do that, open the client and go to
    File
    , then
    Client Properties
    .
  3. Select
    Utilities
    , then
    CS Connect
    .
  4. Switch the
    Per Return Pricing: ($) Acquire PRP authorizations
     option to
    Yes
    .
  5. Select the
    PRP
     tab.
  6. Select the client you need a PRP code for.
  7. If there are clients selected that you don't want to download PRP codes for, remove them.
  8. Select
    Connect
    .

Re-downloading

You can re-download PRP codes for clients with no charge as long as the client TIN or return type hasn’t changed. An example of a return type change is converting a 1065 to an 1120.If you changed the TIN or return type and need to re-download a PRP code:
  1. In the client, go to
    File
    , then
    Client Properties
    .
  2. Go to the Federal or state tab you downloaded a PRP code for. If there are multiple returns with PRP codes, go to each tab.
  3. Delete the code from the
    PRP code
     field on each tab.
  4. Download a new code.
  5. Request a refund for the original code by submitting a refund request form.

Refunds

If you need a refund for a PRP, fill out the PRP refund request form.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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