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Integration with UltraTax CS

Activate UltraTax CS

Follow these steps to activate UltraTax CS for tax years 2025 and on
Starting with tax year 2025, SurePrep has introduced a new, simplified integration process for UltraTax CS customers (local desktop and Virtual Office/SaaS). This
mandatory one-time setup
 replaces the previous integration method and significantly reduces the complexity of connecting SurePrep services with UltraTax CS.
This is a mandatory, one-time integration that ALL firms using SurePrep and UltraTax CS must complete to create binders and Document Request Lists (DRLs) for the 2025 tax year.

Action Required: Complete New Integration Setup

note
New
mandatory
 requirements for the upcoming 2025 tax year:
  • All firms using SurePrep with UltraTax CS
    must
     complete this new integration setup or
    you will not be able to create binders or Document Request Lists (DRL) for tax year 2025
  • Firms using SurePrep Single Sign-On (legacy)
    must
     migrate to Thomson Reuters SSO as soon as possible. Your firm users will not be able to create binders or DRL for the 2025 tax year until you update your SSO connections. Contact SurePrep Support for more information.
Step 1: Main Integration Setup (Required for ALL UltraTax CS customers)
Follow these steps to complete the one-time integration setup:
  1. Open
    UltraTax CS
  2. Navigate to
    Setup
    ,
    System Configuration
    .
    UltraTax menu with Setup selected then System Configuration in the drop-down menu
  3. Select the
    SurePrep & SafeSend Integrations
     tab, then the
    Select Firm ID
     button.
    SurePrep and SafeSend Integrations tab is active and the select Firm ID button is highlighted
  4. Select your
    Firm ID
     from the drop-down menu, then
    OK
    .
    On the SurePrep Firm ID window, select Firm ID from the drop down menu then hit the OK button
  5. Select
    Enable SurePrep Integration
     (if not already selected)
    Back on the System Configuration window the status will show Connected
  6. Select
    OK
     to save all settings.
    You're now set to create binders for tax year 2025!
    tip
    To view your connection in SurePrep, navigate to
    FileRoom
    ,
    Account Admin
    ,
    Account Setup
    ,
    Tax File Activation Web
    ,
    UltraTax CS
     (tab). Your UltraTax account will appear in the
    UltraTax CS Firm Connection Details
     section.
Step 2: Additional Setup for TaxCaddy Customers (UltraTax CS Local Desktop Only)
note
Skip this step if you don't use both UltraTax CS
Local Desktop
 AND TaxCaddy.
Starting with tax year 2025, UltraTax CS Local Desktop users need to assign their UltraTax firm Account Number to clients:
  1. Go to
    TaxCaddy
    ,
    Administrative
    ,
    CLIENT MANAGEMENT
    .
  2. Select the
    Edit Multiple Clients
     icon for bulk updates.
  3. In the Excel file, assign your firm's UltraTax Account Number to all clients.
    tip
    Select the account number in the top cell, then drag down using the fill handle to apply to all clients
  4. Upload the updated Excel file
     using the Edit Multiple Clients feature.
  5. You can now create DRLs for tax year 2025!

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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