Configuring UltraTax for SmartRouting

It is important to properly configure UltraTax to integrate with SmartRouting, ensuring optimal performance seamlessly.

Ensuring Correct Naming Convention in UltraTax

Before using the feature, ensure that the naming convention used in your UltraTax software aligns with the SmartRouting formula:

{Tax Year}_{Client ID}_{Client Name}_{Documenttype}

To configure:

1. In UltraTax, go to Setup > Office Configuration.
2. Click the Print Options tab and select PDF File Options.
3. Adjust the Variable Position to match the SmartRouting formula:
   • For example, Tax Year should be in Position 1, Client ID in Position 2, Client Name in Position 3, and Document Name in Position 4.
   • If you want to include the postal code in the generated file name from UltraTax, select “After Document Name” in the Include Postal Code field. This step is crucial because, otherwise, the routing will not work correctly.
   • You can preview your settings using the File Name Example field and ensure they correspond with the SmartRouting formula.
     
4. Before setting the formula, make an important check:
   • Click on the Document Names tab.
   • Verify the Use custom names for PDFs option is not selected. The document names must follow UltraTax's default naming convention for compatibility with SmartRouting.
5. Click OK to set the formula.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon  in the bottom right corner to enlarge it.