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Integration with UltraTax CS

Print and electronically deliver a tax return to SurePrep (UltraTax CS)

This article is for firms using UltraTax CS (Local and VO or Software as a Service (SaaS)) and who are planning to use the
Deliverables
checklist in the Reviewer Dashboard. If your firm is planning to use the
FETCH
 feature to pull in a client's deliverables, you will need to send/deliver the client's tax return to SurePrep from UltraTax CS.
Firms using UltraTax CS (Local and VO/SaaS) need to complete 2 steps before they can begin fetching deliverables directly from the tax software (such as tax returns, tax payments, and e-file authorizations):
  1. Complete setting up SurePrep integration with UltraTax CS API.
  2. Print and electronically deliver tax returns to SurePrep from inside UltraTax CS.

Printing an individual client's tax return

Before fetching the deliverables, you will need to print a
Client's Copy
 of the tax return from UltraTax.
  1. In UltraTax CS, open the client's tax return.
  2. Go to
    File > Print Returns
    .
  3. Clear the
    Government Copy
     checkbox if it is selected.
  4. Mark the
    Client Copy
     checkbox.
  5. Mark the
    Electronic delivery
     checkbox.
  6. Select the
    SurePrep
     option. If you don’t have
    SurePrep
     as an option, restart UltraTax CS and try again. If you still don't see SurePrep as an option, make sure you have SurePrep Integration turned on in UltraTax CS.
  7. Select
    Assemble
    .

Print multiple clients in bulk

Follow these steps to print a Client's Copy of the tax return from multiple clients in Ultratax.
  1. Open UltraTax CS.
  2. To print in bulk, go to
    Setup
     >
    Client Communications
    .
  3. Go to the
    Return Delivery
     column. For any client you want to send deliverables to, select the
    Return Delivery
     field, change the dropdown to
    SurePrep
    .
  4. Select
    OK
     to close the Client Communication window.
  5. Go to
    File
     >
    Print Returns
    .
  6. Select
    Clients
    .
  7. Select the clients you want to print and send deliverables to.
  8. Select
    OK
    .
  9. Mark the
    Client Copy
     checkbox.
  10. Mark the
    Per Client Settings
     checkbox.
  11. Select
    Print
     to print multiple clients in bulk. Each client will be delivered based on the
    Return Delivery
     column in the
    Client Communications
     window earlier.

What's Next?

Use the Reviewer Dashboard to fetch your clients' tax returns, tax payments, and e-file authorizations (that is, deliverables). You can deliver the deliverables to your clients in their TaxCaddy account.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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