View SafeSend company and SurePrep firm information in Tax Automation
Tax Automation displays your connected SafeSend company name and SurePrep firm ID across multiple screens. Use this information to double check which firm mapping is active and to identify the integration associated with each gather engagement and client binder.
Columns
Columns displaying SafeSend company name and SurePrep firm ID are available in the
All Clients
, Gather
, and Prepare
screens. You can sort and filter by either column to locate clients associated with a specific firm mapping.Column | Description | Available on screens |
|---|---|---|
SafeSend company name | Displays the SafeSend company associated with each client record or Gather engagement. | All Clients, Gather |
SurePrep firm ID | Displays the SurePrep firm ID associated with each client binder. | All Clients, Prepare |
note
You can show or hide these columns using the
Columns
selector available in each screen.Why firm mapping information is retained
If your firm disconnects from a SafeSend company or SurePrep domain, the mapping information stored on existing gather engagement and client binders is preserved. This means you can still identify which company or domain was associated with a client record even after a disconnection occurs, without losing the historical context.
note
The SafeSend company name appears only if your firm has a SafeSend license and SafeSend is connected in UltraTax CS. The SurePrep firm ID appears only if your firm has a SurePrep license and a SurePrep firm ID is connected.
