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Basic information

Select tax application files

Submitting binders under most services will require you to upload the client's most recent tax application file details.
The
Select (tax application name) return
 panel appears after a template has been chosen under
Select Binder Template
 because it's specific to the tax application being used.
The "Select (tax application name) return" field appearing when necessary
If you've selected a custom binder, you won't need to upload a tax application file, and the
Select (tax application name) return
 panel won't appear.
You can upload binders as either in-house or outsource services based on the tax application configured by your firm.
The method for uploading the tax application file details differs on your tax application. See the article that corresponds to your tax application.
  • GoSystem Tax RS
  • ProSystem fx Tax (Tax year 2022 and earlier only) #
  • Lacerte
  • UltraTax CS
  • UltraTax CS (Virtual Office CS or SaaS)
  • CCH Axcess Tax
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax. In FileRoom and TaxCaddy, you won’t be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.
In-house
You can upload binders in the following in-house services:
Select the in-house service to upload a binder to
Outsource
You can upload binders in the following outsource services:
Select the Outsource service

This article applies to:

  • PRODUCT: SurePrep

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