2026-01-04 Release (Create API binder for 2025 tax year)

Release note for January 04, 2026

API: Create binders for 2025 Tax year

Firms using the API can now create binders for the 2025 tax year. This early access gives your firm a head start on setting up API configurations for the new tax year.
The
BinderTemplate
lookup endpoint will begin returning the SurePrep template ID for the 2025 tax year on January 12, 2026. In the meantime, you can use the ID from the table below and get started immediately:
SurePrep Predefined Template IDs
Binder Template Name
Binder Type
Tax Software
Tax Year
2025 Template ID
1040 - SurePrep Predefined
1040
GoSystem Tax RS
2025
41947062
1040 - SurePrep Predefined
1040
Lacerte
2025
41947075
1040 - SurePrep Predefined
1040
CCH Axcess Tax
2025
41947078
1040 - SurePrep Predefined
1040
UltraTax CS
2025
41947079
1041 - SurePrep Predefined
1041
CCH Axcess Tax
2025
41947084
note
The January 4th release only applies to firms using the API to create binders.

Coming soon

  • Create binders for 2025 Tax Year: The ability to create a binder from FileRoom, GFR, and TaxCaddy will be available starting
    January 12, 2026
  • Send deliverables to the 2025 tax year through Reviewer Dashboard

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close