Data Sharing Relationships dialog

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If you are using the data sharing feature, use this dialog to learn how data is being shared among different clients' data and to view current data values in various categories. You can use the TIN (Taxpayer Identification Number) list at the top of this dialog to view all TINs contained in the current client's data and see the category of data (such as Taxpayer or W-2) and the name associated with each TIN in the list. The Other Clients with TIN tab contains information about each of your clients whose data contains the TIN selected in the list above, and the Current Client Data from Category tab contains information about the current values in the category selected in the TIN list.

Note: To share data with other applications (such as Accounting CS, Creative Solutions Accounting, or Practice CS), specify the correct UltraTax CS data location (for example C:\WINCSI\UT14DATA) from within the appropriate application. For more information, see the help in the relevant application.

To open this dialog, choose Utilities > Data Sharing > Relationships.

Tip: For more information on the data sharing feature in UltraTax CS, see the Data sharing overview.

Fields & buttons

Client ID

This field displays the UltraTax CS client ID assigned to the open client.

FYE

This field displays the fiscal year-end for the open client.

TIN list

This list contains information on each Taxpayer Identification Number (TIN) contained within the open client data. This information includes the TIN itself as well as the data category and name associated with each TIN.

Other Clients with TIN tab

This tab lists all other clients whose data contains the TIN highlighted in the TIN list above. If you are licensed for Accounting CS, Creative Solutions Accounting and/or Practice CS and have them installed, this list includes client data from these applications, as well as Source Data Entry, Bar Code Scan, and UltraTax CS client data.

The information contained in this list includes the selected TIN, the name(s) of the application(s) containing the data with the selected TIN, the ID and name of the client(s) whose data contains the selected TIN, and the fiscal year-end of the client.

Note: The application and data locations specified in Setup > User Preferences > File Locations must be correct in order to include client data from other applications in this list.

Current Client Data from Category tab

This tab lists the existing values for each field contained in the category highlighted in the TIN list above. For example, if the selected TIN is contained in the Taxpayer category for a 1040 client (associated with the Taxpayer Information section of Screen 1040), the tab lists the current values of fields such as First Name, Street Address, Occupation, and Date of Birth.

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