Skip to main content
Tax Automation
Search
Search UltraTax CS Help and Support.

This article applies to:

  • Product: UltraTax CS

Download files

Once you have verified your clients’ documents, the next step is to download the PDF of the source documents with annotations that were processed.
  1. In Tax Automation, go to the
    Download files
     tab.
  2. In the client list, select
    Download Files
     from the Actions column to download all processed documents in PDF format.
  3. In the PDF, use the
    Not Indexed Documents
     bookmark to review any nonstandard documents. These are documents you'll need to review and possibly enter the data in UltraTax CS manually.
    note
    When a binder is submitted, or additional documents are submitted to an existing binder, outside of Tax Automation, the Download file option in the Actions menu won’t be available. If this happens, go to
    SurePrep
    FileRoom
    Options
     column dropdown. Then, choose either
    Print DreamWorkpapers
     or
    SPbinder PDF
     (depending on the service and whether the binder has Leadsheets) to access the binder file.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close