New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

You should 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 > 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. Click the Add State(s) button to add one.
4. Check the PRP code field on the Federal tab and each state tab.

   • There are separate codes for each product, so check every tab (both Federal and state).

   • If there's a code there, you might be all set. You only need a new code if the TIN or return type changed. Otherwise, you should be able to preview or print with the code that's there.
   • If you need a new code for whatever reason, delete the code in the PRP code field.

2. Check your licenses

1. Choose Help > About UltraTax CS.
2. In the list of products, see if the product you need a code for has an unlimited license or a PRP license.
   • If it says Unlimited, the program doesn't think you need a PRP code. If you're supposed to have a PRP license, either click the Download Licenses button to install the PRP license or call Customer Support at 800.968.0600 to check your licensing with us.
   • If it says PRP, that just confirms that you do have a PRP license for the product. Move on to the next step. 

3. Refresh the list

1. Have everyone on the network exit 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 > Repair.
3. Click the Misc tab.
4. Click the Update PRP Request Listing button.

If hitting 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, choose Help > Repair >Misc. 
4. Click the Update PRP Request Listing button again.

4. Make a copy of the client

As a last resort, try opening the client and selecting File > Save As. If the copy of the client shows up on the PRP tab, you can download a code for the copy and use the copy of the client going forward.

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