SurePrep Firm ID window

Use this screen to select a SurePrep Firm ID for Integration with SurePrep and Ultra Tax to turn on access to Tax Automation.

Select an ID to integrate with UltraTax (Dropdown Box)

This dropdown field lets you choose from available SurePrep Firm IDs associated with your account. The field displays a blank dropdown where you can select the specific Firm ID that corresponds to your firm’s SurePrep account.
This selection establishes the connection between UltraTax and your designated SurePrep firm, enabling the integration workflow. If no Firm IDs are available or configured, the system will indicate "No Firm IDs found”.

Test Button

This button lets you verify the connection and validate that the selected Firm ID is properly configured for integration with UltraTax. When selected, the system performs a connectivity test to ensure that UltraTax can successfully communicate with SurePrep using the selected Firm ID. The test results will display in the window - showing either successful connection confirmation or error messages such as "No Firm IDs found".
note
To use the Tax Automation feature, the firm must be licensed for SurePrep binder services for 1040SCAN Pro and/or 1040SCAN Pro Verify (Onshore or Offshore).

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close