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

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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.

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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