TINs and PRP codes

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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.

Per-Return Pricing (PRP) codes are part of the payment process for Per-Return Pricing. If you want to learn more about the licensing and billing for Per-Return Pricing, visit Per-Return Pricing licenses and billing.

Per Return Pricing is a licensing option for UltraTax CS. With a PRP License, you pay a fee for each return you prepare that is not covered by an unlimited license.

Each PRP code is tied to the TIN (SSN, EIN, or ITIN) for the client. You can re-download PRP codes for clients with no charge as long as the TIN or return type doesn't change. If the TIN changes, you need to download a new code. Then request a refund for the original code by submitting a PRP refund request form.

Client has no TIN

If the client has no TIN, you’ll need to call Customer Support to get the PRP instead of downloading it. Call 800.968.0600, press option 2 for Customer Support, then option 1 for CS Professional Suite.

If the TIN changes

If the SSN, EIN, or ITIN changes after you download the PRP:

  1. In the client, go to File > Client Properties.
  2. Go to the Federal or state tab you downloaded a PRP code for. If there are multiple returns with PRP codes, go to each tab.
  3. Delete the code from the PRP code field on each tab. 
  4. Download a new code.
  5. Request a refund for the original code by submitting a refund request form.

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