Get a PRP code
Per-Return Pricing (PRP) codes are part of the payment process for Per-Return Pricing.
Before you download PRP codes, you may need to:
- Download the licenses (if you've recently updated them), or
- Turn on Virtual Office CS or SaaS PRP licenses (if you're on Virtual Office CS or SaaS and need a PRP code for a state you've never prepared before).
Download a code
- Open UltraTax CS.
- If you haven't already, enter a TIN in the client. To do that, open the client and go toFile, thenClient Properties.
- SelectUtilities, thenCS Connect.
- Switch thePer Return Pricing: ($) Acquire PRP authorizationsoption toYes.
- Select thePRPtab.
- Select the client you need a PRP code for.
- If there are clients selected that you don't want to download PRP codes for, remove them.
- SelectConnect.
Re-downloading
You can re-download PRP codes for clients with no charge as long as the client TIN or return type hasn’t changed. An example of a return type change is converting a 1065 to an 1120.If you changed the TIN or return type and need to re-download a PRP code:
- In the client, go toFile, thenClient Properties.
- Go to the Federal or state tab you downloaded a PRP code for. If there are multiple returns with PRP codes, go to each tab.
- Delete the code from thePRP codefield on each tab.
- Download a new code.
- Request a refund for the original code by sending a PRP code refund request by email to CS Customer Support.
Refunds
If you need a refund for a PRP, send a PRP code refund request by email to CS Customer Support.
