Process additional documents

When a client uploads additional documents and answered more of the questionnaire after processing has started, you'll get an alert in the
Action Needed
task. Before you can process an additional batch, you'll need to wait for the initial batch to process so you can import it into UltraTax CS.
Once the batch is processed, import it by opening the client in UltraTax CS and accept the import from SurePrep. After you import, close the client in UltraTax CS. You can then go to the
Action Needed
task in Review Ready and select
Process
for the next batch.
If an error occurs during processing, your client will appear in the
Action Needed
task with a reason in the
Description
column. Follow the instructions to try again. If you continue to encounter issues, contact support.

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