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Integration with UltraTax CS

Export data to UltraTax CS in Virtual Office CS or SaaS

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software.
note
For SurePrep Outsource binders, don't use the
Export to Tax
 feature in this article to export the data into the tax software. You must restore the tax return file instead.
Follow these steps to export data from SPbinder to UltraTax (Virtual Office CS or SaaS)
  1. Select the
    Export to Tax Software
     Export to Tax Software icon icon from the SPbinder toolbar. Alternatively, select
    Binder
    , point to
    Export
     and then select
    Export to Tax Software
    .
    Select Export to Tax Software icon
    You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     icon Picklist icon on that binder. Select
    Export to Tax
     from the dropdown menu.
    Select Export to Tax
  2. Select
    Proceed
     to export the data to UltraTax CS.
    Notification that you must proceed
    An
    Authentication Failed
     error will appear if your firm's API authentication token is missing or if the path has been updated in UltraTax Virtual Office.
    Notification that the authentication field
  3. The export begins. Wait while the export processes.
    Notification that the export data is being fetched
  4. A message indicating that the export was completed successfully appears.
    Notification that the process completed
  5. Information exported from SPbinder will automatically update in UltraTax CS (Virtual Office CS or SaaS) when you open the return. Wait 1 minute, then open the client's tax return in the tax software. If the client's tax return is already open then close and reopen the tax return to complete the import process in the tax software.
Setup
By default, SPbinder exports data to the location that was selected when the binder was created. However, you may notice an error if the tax file was moved to another location after the binder was created. If you moved the client's tax file to another location or firm ID in UltraTax (Virtual Office CS or SaaS), select
Setup
, then select the new
Firm ID
 and
Data Location
.
Select Setup.
Firm ID and Data Location(Alias) fields

(Legacy) 2021 tax years and earlier

Follow these steps to export data from SPbinder to UltraTax CS (Virtual Office CS or SaaS):
  1. Select the
    Export to Tax Software
    Export to Tax Software icon icon from the SPbinder toolbar. Alternatively, go to
    Binder
    ,
    Export
    , then
    Export to Tax Software
    . You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     iconPicklist icon on that binder. Select
    Export to Tax
    from the dropdown menu.
    Select Export to Tax
  2. The
    Export to UltraTax CS
    (Virtual Office CS or SaaS) window appears.
    Export to UltraTax CS window
  3. Select
    Setup
    . You can skip this step if you have already set an export path.
    Setup button
  4. Select the path from a dropdown menu. You can set these paths are set up in the
    Admin
    .
    Path dropdown menu
    Select the path dropdown.
    Select your path
    You can also select
    Browse
     and select the folder where you want to save the exported tax software file.
    Browse button
    Select a folder path.
    Browse For Folder window
  5. Select
    OK
    .
    OK button
  6. Select
    Proceed
     to export the data to UltraTax CS.
    Proceed button
    An error will appear if the path you have an incorrect path setup. Select
    Setup
     to fix the issue.
    Notification that the path does not exist
  7. The export begins. Wait while the export processes.
    Notification that the export data is being fetched
  8. A message indicating that the export was completed successfully appears.
    Notification that the process completed

Export issues and solutions

Exported data taking longer than expected time to appear
Some firms using UltraTax CS (Virtual Office or SaaS) may have multiple office locations assigned in the tax software. If you're experiencing delays exporting data from SPbinder to UltraTax CS (Virtual Office or SaaS), then you may need to disable SurePrep Integration and re-enable it again.
Follow these troubleshooting steps if you're experiencing delays in getting the information to appear in UltraTrax CS (VO/SaaS)
  1. Go to
    Setup
    ,
    System Configuration
    , then
    SurePrep API
     tab.
  2. Clear the
    Enable SurePrep Integration
     checkbox > select
    OK
    .
    Clearing the Enable SurePrep integration checkbox
  3. Open the
    System Configuration
     window again, reselect the
    Enable SurePrep Integration
     checkbox to enable SurePrep Integration again, then select
    OK
    .
    Selected Enable SurePrep Integration checkbox
  4. On the taskbar, double-click the red plug icon to open the
    CS Connect Background Services
     window.
    CS Connect Background Services window
    You should now see which computer is currently selected as the designated agent for downloading updated information.
    CS Connect Background Services
     window lets you check if the downloads resumed from the designated user's workstation. Use this link to learn more about which user is assigned the Virtual Office CS portal ID.
    Virtual Office CS portal hash ID
  5. Wait 1 minute then open the tax return to check if the exported information is now available.
Data not matching in UltraTax after subsequent export
Issue: If you delete data that was already exported to UltraTax, then on a subsequent export, the data will not sync in the correct order (shows duplicated data or certain information won’t appear deleted in UltraTax).
Solution:
To delete non-proforma data:
  1. Delete the data from the binder.
  2. Next, manually delete the data from UltraTax.
To delete a proforma data:
  1. On the
    FORMS
     tab, select the
    Add
     Add icon icon, then place a reference on a page.
  2. Select the
    Delete
     Delete icon icon to remove the reference from the row (that is, field group).
  3. Export the data.
  4. Then delete the row from the
    FORMS
     tab and then delete the same data from UltraTax.
No new data has been identified for export
After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears:
note
Any data entered in your UltraTax CS file after uploading the return in SPbinder will be overridden on completion of the Export process. UltraTax CS Import\Export features would be compatible with UltraTax CS Version 14.3.0.
Once the export process is complete, the user will have to restore the
.ENCR
 file from the selected path (i.e. J:\Ultra Exported Files).
    1. Open UltraTax CS. Go to
      File
       menu and select
      Restore
      .
    2. The
      Restore
      window appears.
    3. Select the
      Client XML
       option from the dropdown.
    4. In the left-hand window pane, select the client which you want to restore and select the Select Button.
    5. The client will be moved to the right-hand window pane. Select the
      Restore
       button.
    6. You can now check the exported data in the UltraTax CS (Virtual Office CS or SaaS).
      note
      In case you have checked out the UltraTax CS (Virtual Office CS or SaaS) file, then the tax file must be restored back into UltraTax to clear the checkout before the XML data can be restored. Otherwise, you’ll receive a message similar to this:
UltraTax CS organizer pages for depreciation will bookmark only
The Organizer Pages for 'Depreciation – Asset List' and 'Depreciation – Asset Acquisitions' will only be bookmarked. There will be no transfer of data between SPbinder and UltraTax for the asset details reported on such Organizer Pages.
Settings to view data exported from Organizer Pages (8829, Auto, Sale, 8824, 4684B)
Requirement of settings in UltraTax CS to view data exported from Organizer Pages of 8829, Auto, Sale, 8824, 4684B
The data from the Organizer Pages of 8829, Auto, Sale, 8824, 4684B that is exported from SPbinder into UltraTax can be viewed in UltraTax CS only if a certain setting is turned off.
Follow these steps to turn this feature off:
  1. In the
    Client Properties
    , go to
    Advanced Properties
    .
  2. Select the tab
    Enter Asset Detail
    .
  3. If the field
    Enter asset detail information
     is checked, you won’t be able to view the forms 8829, Auto, Sale, 8824, 4684B in UltraTax CS.
  4. Uncheck this option.
  5. This displays the forms 8829, Auto, Sale, 8824, 4684B.
  6. You can then view the data exported from SPbinder in these forms.
Exported SurePrep Data Delays in UltraTax (Applicable for the latest version of UltraTax)
If you are experiencing delays in SurePrep data exporting to UltraTax CS, please confirm you are on the latest version of UltraTax CS. Once confirmed:
  1. Open UltraTax.
  2. Navigate to
    Help
    >
    Repair
    .
  3. Select the
    Clients
     tab.
  4. Choose the appropriate client and select
    Request SurePrep data
     to manually initiate retrieval.

This article applies to:

  • Product: SurePrep
  • Subject: Integration

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