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Integration with UltraTax CS
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This article applies to:

  • Product: SurePrep
  • Subject: Integration

UltraTax CS Folder selection

UltraTax CS Folder selection can be made with the following steps:
  1. Open
    UltraTax CS
    .
  2. On the
    Setup
     menu, select
    User Preferences
    .
    User Preferences window
  3. On the
    User preferences
     window, select the
    File Locations
     tab. Note down the path up to the
    WinCSI
     folder (for example, C:\\WinCSI\).
    File Locations tab displaying Location
  4. Go to
    FileRoom
    ,
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    UltraTax CS
     tab. Select the installation (WinCSI) folder path that appeared in the previous step.
    Select the Browse icon
    note
    You can also provide a nickname.
Select this installation path in the
Tax File Activation
 Window.

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