SurePrep integration
TaxCaddy, 1040SCAN, Reviewer Dashboard, and SPbinder integrate with UltraTax CS.
You can integrate UltraTax CS and SurePrep to do the following:
- Create 1040 clients in TaxCaddy with UltraTax CS.
- Create custom Document Request Lists (DRLs) in TaxCaddy with UltraTax CS client data.
- Send UltraTax CS client data to create binders in FileRoom.
- Send 1040SCAN PRO and 1040SCANverify documents to UltraTax CS.
- Print the client copy of the UltraTax CS return to SurePrep.
Integration setup between SurePrep and UltraTax CS varies depending on the year of UltraTax CS you're using, and if you're on Virtual Office/SaaS. If you're integrating SurePrep with UltraTax CS 2022 or older, visit the Help & How-To Center.
If you're using Virtual Office/SaaS, you'll need to authenticate in SurePrep via Admin >Account Setup >Tax File Activation Web and use API tokens. If you're using a local or network installed version of UltraTax CS, authentication will vary depending on what you want to do. Continue to the next articles for specific setup instructions.
