Set up SurePrep API integration in UltraTax CS

Set up API integration with UltraTax CS

Mark the
Enable API access
checkbox to enable API for your firm.

Contact SurePrep Support to enable
TaxCaddy API
for your firm.
note
Enabling
TaxCaddy API
is required to complete the set up process. You won't be able to create TaxCaddy Clients from UltraTax without this step. Please contact SurePrep Support to enable
TaxCaddy API
for your firm.
Go to the
User Management
tab and select
New user
to create an API user.

note
Only Firm System Administrators can access the
API
tab in
Account Admin
.
Generate an API key, then select
Copy Key
to copy the API Key to your clipboard.

Open UltraTax CS.
Select
Setup
then
System Configurations
.

Select the
SurePrep API
tab,
Enable SurePrep Integration
, then
Import API Key
.

On the
Import API Key
window:
Enter the SurePrep API username you created earlier in
Account Admin
.
Enter the SurePrep API password you created in
Account Admin
.
For
Staff email
, enter the name of a firm user with access to TaxCaddy
Client Management
. This user will be assigned the Owner of the client data.
Press
Ctrl
+
V
to paste the SurePrep
API key
you generated and copied to the clipboard.
Select
Test Connection
. If you see the Connected status, select
Save
to complete the set up.

Close and restart UltraTax CS for the changes to take effect.

What's next?