Entering multiple valid addresses for a single TIN

Alerts and notices

Because the data sharing feature uses Taxpayer Identification Numbers (TINs) to distinguish unique clients and share data between them, TINs that have multiple valid addresses associated with them can trigger unnecessary data sharing prompts.

Specifying valid addresses

To specify TINs that have multiple valid addresses, follow these steps.

  1. Choose Setup > Office Configuration and click the Data Sharing tab. The list pane on this tab contains all TINs that were previously designated as having multiple valid addresses.
  2. Click the Add button.
  3. Click either the EIN or SSN option and enter the EIN or SSN in the adjacent field.
  4. If desired, enter any additional notes regarding this TIN in the Comment field.
  5. Click the Enter button to add the new TIN to the list above.

Selecting applicable addresses when prompted

When a TIN that is specified as having multiple valid addresses is entered in an input screen, UltraTax CS responds in one of two ways.

  • If there is only one existing valid address, that address will automatically be shared.
  • If there is more than one existing valid address, you will be prompted to designate one address as the correct one by using the drop-down list or the Previous and Next buttons on the Data Sharing Update dialog. Once you have made the selection, UltraTax CS will not prompt you with unnecessary updates to the address associated with this TIN.

Related topics

Data sharing overview

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