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Set up UltraTax CS Outsource folder

When you outsource returns to SurePrep for full preparation, you need to provide a copy of your tax software file. You also need a folder to download and store the completed tax software files submitted by SurePrep after preparation.

Select a network location to save your SurePrep information. Select a location that is easily accessible by all internal staff that will access data sent to and received from SurePrep.

Create a main folder that will store all SurePrep information named SurePrep
.

Within SurePrep
, create a folder called Submit To SurePrep
. This is a central location used to store all documents and tax files ready to upload to SurePrep.

Create a second folder within SurePrep
called Received From SurePrep
. This is a central location used to save all workpapers and files received from SurePrep.

Received From SurePrep file

Setup Outsource folder path

Go to FileRoom
, Admin
, Account Setup
, then Tax File Activation
.

Select Admin, ACCOUNT SETUP, then Tax File Activation

Open the PBFX file once it completes downloading.

Open the downloaded file

When the Tax File Activation
window appears, select the UltraTax CS
tab.

Select UltraTax CS

Select Add New Path
.

Select Add New Path

On the Download folders
column, select the search icon, then select the Received From SurePrep
folder path. Select OK
to verify.

Select the Browse icon

Select the Save
Save icon

icon.

Select the Save icon

On the top section, select Add New Path
.

Select Add New Path

Select the Submit to SurePrep
folder path then select the Save
Save icon

icon.

Select the Submit to SurePrep folder

After downloading the file, restore it to UltraTax from this folder.

This article applies to:

PRODUCT: SurePrep
Subject: Integration

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