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UltraTax CS and SurePrep integration

Send client data to SurePrep FileRoom for SPbinder

Before you create binders or Custom DRLs (document request lists) in SurePrep, you'll need to send UltraTax CS client data there.
  • This is only when you're using UltraTax CS on Virtual Office/SaaS. If you have UltraTax CS locally installed, see SurePrep's website for steps on sending client data to FileRoom.
  • You'll also need to make sure you've enabled SurePrep integration on Virtual Office before you can send client data.
You'll want to repeat this process every time you add a new client in UltraTax CS, or when you want to add more documents to the client's binder in FileRoom. You'll want to send your most recent UltraTax CS client data so that SurePrep uses the most current tax information to process documents.
  1. In UltraTax CS, go to
    Utilities
    .
  2. Hover over
    SurePrep
    , then select
    Integration
    .
  3. Select or select all the clients you want to send to SurePrep so they move to the other window.
  4. Check the
    Create client in SPBinder
     box.
  5. Select
    Continue
    , then
    Done
    .
Once you send your data, sign in to SurePrep to create binders. For steps to take in SurePrep visit their help center.

This article applies to:

  • Product: UltraTax CS, Virtual Office CS
  • Return type: 1040 Individual, 1041 Fiduciary
  • Subject: Integration
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