This article applies to:

Product: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Error: SurePrep integration must be enabled before you can continue

When you select Tax Automation and SurePrep hasn't been enabled for your firm, you'll receive this error.

Error message

SurePrep integration must be enabled before you can continue

To connect your firm to SurePrep to access the Tax Automation window complete the steps here.

In UltraTax CS, go to Setup
then System Configuration
.

Select SurePrep & SafeSend Integrations
.

Use Select Firm ID
.

Choose the SurePrep firm you want to connect to,

Select Test
to confirm UltraTax CS can connect to SurePrep,

When the test succeeds, select OK
to save and complete the connection,

Return to your workflow and select Tax Automation
again. Once connected, the license message will no longer appear when you use Tax Automation.

note

This applies to UltraTax CS (UT25 or later), firms using the Tax Automation button to connect with SurePrep.

If you switch firms or disable the integration, the message may reappear until you reconnect.