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Integration with UltraTax CS

Verify UltraTax CS Data Location for deliverables

Firms using UltraTax CS may have more than 1 UltraTax Firm ID or multiple data locations set up for different offices. To fetch deliverables, find your Account Number (example:
UltraTax CS FIRM ID
) and
ALIAS
(for data locations) set up at
Admin > ACCOUNT SETUP > Tax File Activation Web
.
When you initiate fetch deliverables, you will get a confirmation window if your firm has more than 1
Tax Software Account Number
 or
Data Location
 set up. Due to multiple data locations, you need to provide the correct information to locate the client and fetch the deliverables.
  1. Select the
    TAX SOFTWARE ACCOUNT NUMBER
     (such as your UltraTax Firm ID)
  2. Select
    ALIAS FOR DATA LOCATION
     where your client's data is stored.
  3. Select
    CONFIRM
    .
If you're unsure about which
Data Location
 to select, open UltraTax CS then go to
File > Open Client
. Find your client's
Data Location
 alias field.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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