Data sharing overview

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

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

You can automatically share general client and employee data based on EIN or SSN in many of our CS Professional Suite applications and in Onvio. The data sharing features enable the application to do the following.

Setup details for data sharing

Sharing employee information between clients in Accounting CS

There may be situations in which a former employee of one of your clients starts to work for another one of your clients, or in which an employee works for more than one of your clients. When enabled, the data-sharing feature in Accounting CS, can help you keep your employee records updated for all clients.

You must set up an employee record for each applicable client in Accounting CS and use the same Social Security number in each employee record.

If you update information in any of the following fields for an employee (in the Setup > Employees screen) for one client, the next time you open that employee record in another client, the application will prompt you to make those same changes for the employee, as long as the employee records use the same Social Security number.

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Data sharing

Sharing W-2, 1095-C, and 1099 data with UltraTax CS

Data-sharing features enable you to easily share W-2, 1095-C, 1099-R, 1099-MISC, and 1099-INT information from Accounting CS with UltraTax CS so that you can process 1040 tax returns more quickly. To ensure proper data sharing of W-2, 1095-C, and 1099 information, you should plan to review and verify the following setup information in each program.

Steps in Accounting CS

  1. Verify that the setup steps noted above have been completed in the CS Professional Suite tab of the Setup > File Locations screen.
  2. Verify that data sharing features are still enabled - that is, that the checkbox to enable data sharing has been marked in the Preferences tab of the Setup > Firm Information > Firm screen.
  3. Choose Actions > Process Payroll Tax Forms and process employee copies of W-2s, 1095-Cs, and 1099s to make the form data available to UltraTax CS.

Note: If data sharing is set up in Accounting CS after the Form W-2 copy was printed, be sure to reprint the W-2 forms to enable sharing with UltraTax CS.

Steps in UltraTax CS

  1. Choose Setup > User Preferences > File Locations tab, click the option for CS Accounting Products, and verify that the file locations are listed correctly for that application — for both the program files and the client data.
  2. Verify that the EIN/SSN that is listed in the File > Client Properties dialog is the same as the EIN/SSN in Accounting CS.
  3. Verify that data sharing features are enabled - that is, that the Allow use of the data sharing feature checkbox has been marked in the Data Sharing tab of the Setup > Office Configuration dialog.
  4. Verify that the entity type for the client is the same in both applications.

Note: If you have already printed the payroll forms and need to re-populate the data-sharing files for any reason, you can save paper by reprinting the W-2, 1095-C, and 1099 forms to FileCabinet CS, by choosing Print to File, or by using another paperless option such as the Microsoft Document Writer.

Steps in Practice CS

  1. Verify that the setup steps noted in the Steps in Accounting CS section are complete.
  2. In Practice CS, choose Setup > Firm > Preferences tab and verify that the Integrate this Firm with other solutions is marked.

Sharing client and employee demographic information with Onvio

You must be licensed for Onvio and have Onvio Link installed to be able to share client and employee demographic information between Accounting CS and Onvio. Based on matching EIN/SSN, the client or employee demographic information in Accounting CS is shared with a contact in Onvio. Demographic data includes the address, phone number, and email.

Steps in Accounting CS

  1. Verify that the setup steps noted above have been completed in the CS Professional Suite tab of the Setup > File Locations dialog.
  2. Verify that data sharing features are enabled - that is, that the checkbox to disable data sharing has not been marked in the Preferences tab of the Setup > Firm Information > Firm screen.

Steps in Onvio Link

  1. Install Onvio Link.
  2. In Onvio Link, enable data sharing and set up the appropriate data locations for Accounting CS and Onvio.

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