This article applies to:

Product: SurePrep
Subject: Integration

Activate UltraTax CS for 2024 and Prior

note

For tax year 2025 and onward, select the Activate UltraTax CS
article in the Related Content
section of this article.

Tax File Activation
lets your firm integrate SurePrep with your tax software. Activation lets SurePrep the ability to communicate information with your tax software. To integrate UltraTax CS (local/desktop) 2024 and prior, you can follow the instructions in this article to set up a default location to save UltraTax CS data.

Firms using UltraTax CS (Virtual Office or SaaS) you'll need to use a different method to turn on SurePrep integration.

Follow these steps to define the default location:

Go to FileRoom
, Admin
, Account Setup
, then Tax File Activation
.

Select Admin, ACCOUNT SETUP, then Tax File Activation.

Open the PBFX file once it completes downloading.

note

- The download window might look different based on your browser.- In Chrome and Edge, you can select Always open files of this type
to open the PBFX file the next time you need to create a binder or update your Tax File Activation
settings.

When the Tax File Activation
window appears, select the UltraTax CS
tab.

There are three options to select UltraTax CS tax software:

UltraTax CS (Local/Desktop)
: Select this option if you are only using a local copy of UltraTax installed on your desktop.

UltraTax CS (Virtual Office CS or SaaS)
: Select this option if you are only using a virtual server copy of UltraTax CS. Follow the remaining steps in the linked article.

(Legacy for older tax years) Activate UltraTax Virtual Office CS for 2021 and earlier tax years
.

Both
: Select this option if you are using both the local and virtual install.

The selected option will reflect on the template displayed on the Create New Binder
window.

Select Add New Path
to set a new account. A blank row will appear.

On the UltraTax CS Data\Installation Folders
field, go to the network or local path location where the UltraTax CS file is.

Select your document from the Browse For Folder window

UltraTax S:
View instructions on which UltraTax CS installation folder path needs to be selected.

Make your UltraTax CS Folder selection with the following steps:

Open UltraTax CS
.

On the Setup
menu, select User Preferences
.

On the User preferences
window, select the File Locations
tab. Note down the path up to the WinCSI
folder (for example, C:\\WinCSI\).

Go to FileRoom
, Admin
, Account Setup
,Tax File Activation
, then UltraTax CS
tab. Select the installation (WinCSI) folder path that appeared in the previous step.