This article applies to:

Restore tax files for UltraTax

When a binder is completed, you'll need to download the UltraTax file from FileRoom and restore it to UltraTax.

Open

x:\SurePrep\Received from SurePrep

, where x
is your network drive letter.

Open the .csd file
that you'd like to restore to open UltraTax.

The Restore
window will open. Select the client and select Restore
. Restore button in the Restore window

It will now be restored into UltraTax, and you can check the return prepared and completed by SurePrep.