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CS Connect

Client missing from PRP tab

Use these steps if:
  • The
    Per Return Pricing: ($) Acquire PRP authorizations
     switch is grayed out in CS Connect.
  • A client is missing from the PRP tab in CS Connect.
  1. Check the client.
    1. In the client, go to
      File
      , then
      Client Properties
      .
    2. Make sure there's a TIN entered.
    3. If you need a PRP for a state return, make sure that state is added to the client. Select the
      Add State(s)
       button to add one.
    4. Check the
      PRP code
      field on the
      Federal
       tab and each state tab.
  2. Check your licenses.
    1. Select
      Help
      , then
      About UltraTax CS
      .
    2. In the list of applications, see if the application you need a code for has an unlimited license or a PRP license.
  3. Refresh the list.
    1. Have everyone on the network close UltraTax CS. We recommend doing this at the end of the day, because you won't be able to open clients during this process and it might take some time.
    2. In UltraTax CS, select
      Help
       then
      Repair
      .
    3. Select the
      Misc
       tab.
    4. Select the
      Update PRP Request Listing
       button.
    If selecting the
    Update PRP Request Listing
     button doesn't help,
    1. Go to
      X:\WinCSI\UTYYData\$SysData
      .
    2. Locate the
      prplst.dat
       file and rename it to
      prplst.old
      .
    3. In UltraTax CS, select
      Help
      ,
      Repair
      , then
      Misc
      .
    4. Select the
      Update PRP Request Listing
       button again.
  4. Make a copy of the client.
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