Tax file activation

Follow these steps to set up SurePrep FileRoom integration for exporting data from SurePrep to your tax software. 
  1. Select
    FileRoom
    ,
    Admin
    ,
    Account Setup
    , then
    Tax File Activation
    .
  2. Open the PBFX file once it completes downloading.
  3. When the
    Tax File Activation
    window appears, select the tab for your tax software.
  4. Select the following links to select instructions for your tax software:
    • CCH Axcess Tax
    • GoSystem Tax RS
    • Lacerte
    • * ProSystem fx Tax (Tax year 2022 and earlier)
    • UltraTax CS or UltraTax (Virtual Office CS)
    • Other
    After you add the tax software information, select
    X
    to close the window.
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