Action Required: Activate New SurePrep-UltraTax CS Integration

Action Required: Complete New Integration Setup

Open
UltraTax CS
Navigate to
Setup
,
System Configuration
.

Select the
SurePrep & SafeSend Integrations
tab, then the
Select Firm ID
button.

Select your
Firm ID
from the drop-down menu, then
OK
.

Select
Enable SurePrep Integration
(if not already selected)

Select
OK
to save all settings.
You're now set to create binders for tax year 2025!
tip
To view your connection in SurePrep, navigate to
FileRoom
,
Account Admin
,
Account Setup
,
Tax File Activation Web
,
UltraTax CS
(tab). Your UltraTax account will appear in the
UltraTax CS Firm Connection Details
section.

Go to
TaxCaddy
,
Administrative
,
CLIENT MANAGEMENT
.
Select the
Edit Multiple Clients
icon for bulk updates.
In the Excel file, assign your firm's UltraTax Account Number to all clients.
tip
Select the account number in the top cell, then drag down using the fill handle to apply to all clients
Upload the updated Excel file
using the Edit Multiple Clients feature.
You can now create DRLs for tax year 2025!

Key benefits of the new integration

Connect UltraTax to SurePrep from one application
No more switching between multiple apps or managing API keys
Unified process for both Local Desktop and Virtual Office/SaaS

For UltraTax local desktop customers, DRLs automatically go directly into the queue without launching a new window
No more downloading PBFX files
No more launching separate windows to create DRLs

Simplified binder template selection in the Create New Binder window
One template for all UltraTax CS customers, regardless of Local/Virtual setup

Important Reminders

Only one user per firm needs to complete this integration
The user must have permissions to access
System Configuration
in UltraTax CS
Changes apply to the entire firm account
The user completing this integration in UltraTax must also have the same email address account in
FileRoom
,
Admin
,
Users
, then
User Management
Ensure SurePrep API is enabled for your firm

One SurePrep firm account can connect to one UltraTax account (and vice versa)
If you have multiple FileRoom accounts (for example, a training account), you'll need to disconnect and select the appropriate FileRoom account in UltraTax. Use caution when disconnecting - this change applies to your entire firm and may disrupt existing binders. We recommend you carefully manage disconnection/reconnection to avoid disrupting production workflows.

2025 and future:
New integration required
2024 and earlier:
Continue using the existing integration method
Both integrations can coexist for different tax years

If your firm is using SurePrep's SSO (legacy), then you must switch over to Thomson Reuters SSO immediately. Your firm will not be able to create binders or TaxCaddy DRL until you migrate.
SSO migration may take time to set up; we highly recommend initiating the process now.
If you have any questions or need assistance, contact our Support team (
sureprep.support@thomsonreuters.com
).

Common questions

Do I need to delete my existing UltraTax CS integration before setting up the new one?
No
, you don't need to delete your previous setup. The new integration works alongside the existing one for different tax years.
Does this work for both Local Desktop and Virtual Office?
Yes
, the new integration supports both UltraTax CS Local Desktop and Virtual Office/SaaS in one unified process.
What if I need to create binders for 2024 and earlier tax years?
You must continue using the existing (legacy) UltraTax CS setup for 2024 and prior tax years.
Does each user at my firm need to complete this integration?
No
, only one user per firm needs to complete the integration. The user must have UltraTax CS permissions to access Setup → System Configuration
Can I create binders and DRLs for 2024 tax returns after completing the new integration?
Yes
, you can still process 2024 and earlier tax years, but you must maintain your existing (legacy) UltraTax CS integration setup for these years. The new integration is not retroactive.
What SurePrep services require this new integration?
The integration is required for 1040SCAN PRO, 1040SCANverify, 1040SCAN Organize, and SPbinder services. It does not apply to customers using only the SurePrep Outsource service.
When is the deadline to complete this new integration setup?
While there's no specific deadline, you must complete the integration before creating any binders or DRLs for tax year 2025. We recommend completing it before the 2025 tax season begins to avoid any service interruptions.
Do I need to train all my staff on the new integration?
Only users who create binders or DRLs need to be aware of the changes. The actual integration setup only needs to be done once by a user with System Configuration access.
Will existing staff workflows change significantly?
For most users, the workflow remains the same. The main changes are simplified binder template selection on the
Create New Binder
window and automatic DRL processing for TaxCaddy Local Desktop users.