2026-01-12 Release (Create binders for the 2025 tax year)

Release notes for January 12, 2026, published on January 6, 2026.

Create binders for 2025 Tax year

The ability to create a client's binder is now available for the 2025 tax year. Once a client's 2025 tax documents have been sufficiently gathered, firm users can now create binders via FileRoom, GoFileRoom, TaxCaddy, and API to collect all documents in one place for further processing.
note
Attention UltraTax CS customers
: An additional UltraTax CS integration setup is required to complete DRL and create binders for tax year 2025. Please ensure that you complete the one-time setup. Without this step, you will NOT be able to create a binder or custom DRL for tax year 2025.
Refer to the
Action Required: Activate New SurePrep-UltraTax CS Integration
article in the
Related Content
section for full documentation.
The CREATE BINDER option available for the 2025 tax year

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