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Set up integration with SurePrep

Set up integration with SurePrep Reviewer Dashboard

Enable integration and generate API keys in UltraTax CS to print returns to Reviewer Dashboard.
The following steps are to integrate SurePrep Reviewer Dashboard with UltraTax CS 2023 and later. This setup is the same whether you're on Virtual Office/SaaS or on a local computer or network.
This is a one-time setup for each year of UltraTax CS.
  1. In UltraTax CS, go to
    Setup
    , then
    System Configuration
    .
  2. On the
    SurePrep API
     tab, select the
    Enable SurePrep Integration
     checkbox.
  3. Select
    Generate API Key
    .
  4. Select
    Add
     to create a new API key for your firm.
  5. Enter a name for the key, then select
    Enter
     to create it.
  6. Select the API key you generated from the list.
  7. Select
    Copy
     to copy the key you'll paste in SurePrep.
  8. Sign into SurePrep and go to the
    Admin
     screen.
  9. Select
    Account Setup
     from the toolbar, then
    Tax File Activation Web
    .
  10. On the
    UltraTax CS
     tab, paste the key in
    API Key
    .
  11. Enter your
    UltraTax CS Firm ID
    .

This article applies to:

  • PRODUCT: UltraTax CS,Virtual Office CS
  • Return type: 1040 Individual
  • Subject: Integration

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