Data sharing FAQ (1065)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

Why is Schedule K-1 financial data sharing not working?

Answer

You can share Schedule K-1 financial data among all 1040, 1041, 1065, and 1120 clients. For clients that are partners in a partnership, UltraTax CS allows you to choose to share the Schedule K-1 financial data in total or by activity. (Note that you can transfer financial data into 1120C and 1065-B clients, but you cannot transfer the data out of these clients.) The following reasons may explain why UltraTax CS is not sharing all or some data between clients.

No data is being shared

Some information is not shared

Related topic: Data sharing FAQs (1065)

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