Tax file activation

Follow these steps to set up SurePrep FileRoom integration for exporting data from SurePrep to your tax software. 
  1. Select
    FileRoom
    ,
    Admin
    ,
    Account Setup
    , then
    Tax File Activation
    .
    Select Admin, ACCOUNT SETUP, then Tax File Activation
  2. Open the PBFX file once it completes downloading.
    Open the downloaded file
    note
    The download window might look different based on your browser. In Chrome and Edge, you can select
    Always open files of this type
    to open the PBFX file automatically the next time you need to create a binder or update your
    Tax File Activation
    settings.
  3. When the
    Tax File Activation
    window appears, select the tab for your tax software.
    Select your tax software from the Tax File Activation window
    note
    Only SurePrep-supported tax software used by your firm appears in this window. SurePrep only supports GoSystem Tax RS, Lacerte, UltraTax, and CCH Axcess Tax. If your firm uses software other than those supported by SurePrep, select the
    Other
    tab.
  4. Select the following links to select instructions for your tax software:
    • CCH Axcess Tax
    • GoSystem Tax RS
    • Lacerte
    • * ProSystem fx Tax (Tax year 2022 and earlier)
    • UltraTax CS or UltraTax (Virtual Office CS)
    • Other
    After you add the tax software information, select
    X
    to close the window.
    note
    Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
    . In FileRoom and TaxCaddy, you can't create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.

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