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UltraTax CS and SurePrep integration

Send client returns to SurePrep Reviewer Dashboard

You can send 1040 and 1041 client PDF returns to SurePrep Reviewer Dashboard. Before you can send them, make sure you've enabled integration.
  1. Select the
    Print
     icon print button with a printer icon from the toolbar.
    note
    Alternatively, go to
    File
    , then
    Print Returns
    .
  2. Select the
    Client Copy
    .
  3. Select
    Electronic delivery
     and
    SurePrep
    .
  4. To send multiple returns to SurePrep, select
    Clients
    , choose the clients, then select
    OK
    .
    note
    When you print multiple returns, the system uses the
    Return Delivery
     setting in
    Setup
    Client Communications
     .
  5. Select
    Assemble
    .
    Once complete, you'll get a confirmation with the number of tax returns successfully assembled.
  6. After assembly, go to the SurePrep Reviewer Dashboard.
  7. Open the client whose return you sent.
  8. Select
    Deliverables
    .
  9. Select
    Fetch
    .
    If you don't see
    Fetch
    , make sure you've entered the API Key and Firm ID in the Tax File Activation screen in SurePrep.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1041 Fiduciary
  • Subject: Integration

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