Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

UltraTax CS and SurePrep integration

Create clients in SurePrep TaxCaddy

Before you can create a client list in TaxCaddy, you'll need to set up integration in UltraTax CS.
Starting in UltraTax CS 2023, you can send your 1040 client list in UltraTax CS to create clients in TaxCaddy.  If you'd like more information on the integration workflow in SurePrep, you can visit SurePrep's Learning Center.
  1. You have 2 options on how to send the client list to TaxCaddy.
    • If you haven't Proforma'd your clients yet, check the
      Create client in TaxCaddy on proforma
       box in the Proforma screen when you're proforma'ing your clients. If you're doing this method, you don't need to complete the remaining steps.
    • If you already have clients in the current year of UltraTax CS, use the integration tool by doing the following.
  2. Go to the
    Utilities
     menu.
  3. Hover over
    SurePrep
    , then select
    Integration
    .
  4. Select or select all the 1040 clients you want to send to TaxCaddy so they move to the other window.
  5. Check the
    Create client in TaxCaddy
     box.
  6. Select
    Continue
    , then
    Done
    .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Integration
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close