Changing a return after data has been shared between members of a controlled group

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

To change a return after data has been shared between members of a controlled group, complete the following steps.

  1. Make the change to the applicable return.
  2. Print or preview the return that changed.
  3. Open each member's tax return. UltraTax CS will open the Data Sharing Updates dialog in which you can choose to accept the new financial data.

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