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Integration with UltraTax CS

Export data to UltraTax CS

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 to export the data into the tax software; the information in this article doesn’t apply to Outsource binders. You must restore the tax return file instead.
Follow these steps to export data from SPbinder to UltraTax CS:
  1. Select the
    Export to Tax Software
     icon Export to Tax Software 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. The Export to UltraTax CS window appears. Select
    Setup
    . You can skip this step if you have already set up the export path.
    Select Setup
  3. Select a path from a dropdown that has been set up in
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    UltraTax CS
    , since you might have more than one path here. This would be in case you have set up separate locations for different tax years or if you own multiple offices.
    Select an installation path
  4. Select
    OK
    .
    OK button
  5. Select
    Proceed
     to export the data to UltraTax CS.
    Proceed button
  6. The export begins. Wait while the export processes.
    Notification that the export data is being fetched
  7. A message indicating the export was completed successfully appears.
    Notification that the process completed
    note
    Any data entered in your UltraTax CS file after uploading the return in SPbinder will be overridden on completion of the Export process.
  8. Open UltraTax CS to view the data exported from the FileRoom.

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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