Data sharing overview

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The data sharing feature automatically shares non-financial data (such as a client's name, address, and TIN) among all clients, and K-1 financial data among all 1040, 1041, 1065, and 1120 clients. (Note that financial data can be transferred into 1120C and 1065-B clients, but it cannot be transferred out of these clients.) Data sharing also enables client notes to be shared between UltraTax CS, Fixed Assets CS, FileCabinet CS, and Practice CS if licensed for these applications. General and financial data can be shared within a family unit for Form 8615 (the "Kiddie Tax") purposes. General and financial data is also shared between corporate members of a controlled group.

The data sharing feature also enables you to share basic client information between Accounting CS, UltraTax CS federal applications, and Practice CS. In addition, Accounting CS will share most W-2, 1099-R, 1099-MISC, 1099-INT, and 1095-C financial data with UltraTax/1040.

The W-2/1099-R items listed below are not available to UltraTax CS from CSA.

  • In Screen 1040/W2, the following fields are not shared by CSA: box 14, Ohio code, Name of School District, and School District W/H.
  • In Screen 1099R, boxes 12 and 15 are not shared by CSA.

The locality name is shared to the W-2 and 1099-R screens. To properly process any applicable local returns, enter the appropriate locality code in the code field or use the F4 fieldview to make your selection.

Note: To share data with Accounting CS, Practice CS, or UltraTax CS Source Data Entry, specify the correct UltraTax CS data location (for example C:\WINCSI\UT17DATA) from within the appropriate application. For more information, see the help for Accounting CS or Practice CS.

The preparer should diligently review all data that is shared among clients.

Sharing general data

General data is automatically shared among all UltraTax CS clients, as well as between Accounting CS and Practice CS. General data includes a client's name, address, phone number, TIN, SSN, and so on. View examples. If you are licensed for Onvio and have marked the Enable data sharing checkbox on the Settings dialog in Onvio Link, you can share general data between UltraTax CS and Onvio as well. 

Sharing K1 financial data

The shared financial data includes most K1 input screen fields. Financial data is shared among all 1040, 1120, 1065, and 1041 clients. View examples.

Sharing K1 State if Different (SID) data

Most state if different (SID) K1 financial data is shared between the UltraTax CS state applications and the SID columns in the UltraTax CS federal applications. These SID columns in the 1040 and 1041 K1 input screens are used by the following state returns: AL, AR, CA, HI, IL, MA, MS, NJ, PA, or WI. View examples.

Sharing multiple-unit data

UltraTax CS will share data between multiple units within the same UltraTax CS client. View an example.

Example: A taxpayer and spouse receive a W-2 from the same employer. When processing their 1040 return, you complete the taxpayer's W-2 first. When completing the spouse's W-2, you enter the employer's TIN in the Employer's ID number field in Screen W2. Upon entering the TIN, the general data from the taxpayer's W-2 is shared automatically and appears in the appropriate field on the spouse's W-2.

Note: If you change data on one of the units, it will not be available to the other units within that same client until you either choose Utilities > Data Sharing and accept the changes or close the client and re-open it.

Sharing data with Accounting CS

Accounting CS will share general client data with UltraTax CS, and will share most W-2, 1099-R, 1099-MISC, 1099-INT, and 1095-C financial data with UltraTax/1040.

The W-2/1099-R items listed below are not available to UltraTax CS from Accounting CS.

  • In Screen 1040/W2, the following fields are not shared by Accounting CS: box 14, Ohio code, Name of School District, and School District W/H.
  • In Screen 1099R, boxes 12 and 15 are not shared by Accounting CS.

The locality name is shared to the W-2 and 1099-R screens. To properly process any applicable local returns, enter the appropriate locality code in the code field or use the F4 fieldview to make your selection.

View examples.

Sharing data with Onvio

If you are licensed for Onvio and have Onvio Link installed, UltraTax CS and Onvio can share general client data between the two applications. To do so, verify that you have the correct data locations specified in each application, then enable data sharing through the Settings screen in Onvio Link.  

What do you want to do?

Tip: UltraTax CS must recalculate a client's return in order to update shared financial data. In addition to printing or previewing the return, you can also spool the return in order to update shared financial data.

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