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Integration checkbox isn't available
Resolve issues with the SurePrep integration checkbox being inactive.
Scenario
The
SurePrep integration
checkbox on the SurePrep & SafeSend Integrations
tab is inactive or can't be selected.Cause
This usually indicates that UltraTax CS doesn't detect an active SurePrep integration feature for your firm.
Solution
Make sure the email address used to sign in to UltraTax CS is associated with an active user account in SurePrep.
This article applies to:
- Product: UltraTax CS
- Subject: Integration