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CS Connect

Client missing from PRP tab

Use these steps if:
  • The
    Per Return Pricing: ($) Acquire PRP authorizations
     switch is grayed out in CS Connect.
  • A client is missing from the PRP tab in CS Connect.
  1. Check the client.
    1. In the client, go to
      File
      , then
      Client Properties
      .
    2. Make sure there's a TIN entered.
    3. If you need a PRP for a state return, make sure that state is added to the client. Select the
      Add State(s)
       button to add one.
    4. Check the
      PRP code
      field on the
      Federal
       tab and each state tab.
      note
      • There are separate codes for each application, so check every tab (both Federal and state).
      • If there's a code there, you might be all set. You only need a new code if the TIN or return type changed. Otherwise, you should be able to preview or print with the code that's there.
      • If you need a new code for whatever reason, delete the code in the
        PRP code
         field.
  2. Check your licenses.
    1. Select
      Help
      , then
      About UltraTax CS
      .
    2. In the list of applications, see if the application you need a code for has an unlimited license or a PRP license.
      note
      • If it says Unlimited, the application doesn't think you need a PRP code. If you're supposed to have a PRP license, either select the
        Download Licenses
         button to install the PRP license or call Customer Support at 800.968.0600 to check your licensing with us.
      • If it says PRP that verifies that you do have a PRP license for the application. Move on to the next step.
  3. Refresh the list.
    1. Have everyone on the network close UltraTax CS. We recommend doing this at the end of the day, because you won't be able to open clients during this process and it might take some time.
    2. In UltraTax CS, select
      Help
       then
      Repair
      .
    3. Select the
      Misc
       tab.
    4. Select the
      Update PRP Request Listing
       button.
    If selecting the
    Update PRP Request Listing
     button doesn't help,
    1. Go to
      X:\WinCSI\UTYYData\$SysData
      .
    2. Locate the
      prplst.dat
       file and rename it to
      prplst.old
      .
    3. In UltraTax CS, select
      Help
      ,
      Repair
      , then
      Misc
      .
    4. Select the
      Update PRP Request Listing
       button again.
  4. Make a copy of the client.
    note
    As a last resort, try opening the client and selecting
    File
    , then
    Save As
    . If the copy of the client shows up on the PRP tab, you can download a code for the copy and use the copy of the client from now on.

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