Configuring UltraTax CS Source Data Entry

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Use the following procedures to configure the desired file locations for UltraTax CS Source Data Entry, and to specify other settings related to data entered from source documents and exported to UltraTax CS. All configuration options are accessed via the Setup menu in UltraTax Source Data Entry. To set these options, complete these appropriate steps below.

Configuring data locations

You can use the System Configuration dialog to modify the data location for Source Data Entry, or add additional locations that your firm will use to process or maintain client data. Generally, most firms maintain data in one location, but if there are multiple firms running UltraTax CS from the same server, you can designate different data locations for each firm. To do so, complete this procedure.

  1. From within UltraTax CS Source Data Entry, choose Setup > System Configuration to open the System Configuration dialog, then click the Data Locations tab.
  2. Do one of the following:
    • To add a new data location, click the Add Data Location button.
    • To modify an existing data location, highlight the location in the list and click the Modify Data Location button.
    • To remove an existing data location, highlight the location in the list and click the Delete button.
  3. In the Add Data Location dialog, enter or edit the name of the location.
  4. Click the Enter Path button and specify the data locations for both the Source Data Entry utility and for UltraTax CS.
  5. Click OK to return to the System Configuration dialog.

Note: If you specify a location other than the default, you must also update the location of the Source Data Entry information in UltraTax CS. To do so, open UltraTax CS, choose Setup > User Preferences, click the File Locations tab, then click the 2017 UltraTax CS option. Highlight UltraTax CS Source Data Entry in the list pane, click the Modify Location button, and navigate to the correct location.

Setting user preferences for Source Data Entry

The User Preferences dialog enables you to select the desired data location for Source Data Entry, select mixed or upper case for data entered in Source Data Entry, and set additional preferences. To configure these options, complete the following steps.

  1. From within Source Data Entry, choose Setup > User Preferences.
  2. Use the Data location drop-down list to select the desired location to store Source Data Entry information. These locations are configured via the Setup > System Configuration dialog using the steps listed above.
  3. In the Save data in group box, mark either the Mixed Case or UPPER CASE option to specify the format of the data entered via Source Data Entry. The Mixed Case option is marked by default.
  4. Source Data Entry automatically calculates FICA and Medicare wages and taxes from the Federal wages entered in box 1 of Form W-2, and will recalculate the FICA and Medicare taxes withheld if the Social security or Medicare wages are changed. To prevent FICA and Medicare wages from being automatically calculated, clear the Automatically complete FICA and Medicare wages (Form W-2) checkbox.
  5. When a TIN is entered, Source Data Entry checks for an existing UltraTax CS client with a matching TIN for the taxpayer or spouse and alerts the user if no match is found. To disable this process, clear the Check for existence of UltraTax client when TIN is entered checkbox.
  6. Source Data Entry checks for a duplicate client TIN and issuer EIN entered for a specific form and alerts the user if a match is found. To disable this process, clear the Check for duplicate forms when TIN is entered checkbox.
  7. Source Data Entry will automatically enter the same taxpayer TIN on consecutive forms during data entry, which can save time when entering all the source documents for one taxpayer. To disable this feature, clear the Use same recipient TIN on consecutive forms checkbox.
  8. Source Data Entry will highlight fields with extracted OCR data when viewing source documents in FileCabinet CS. To disable this feature, clear the Highlight fields with extracted OCR data when present on source documents in FileCabinet CS checkbox.
  9. Source Data Entry lists only the items in a custom fieldview that are marked Display in drop-down. To list all items in a custom fieldview, mark the Display all custom fieldview items in drop-down list checkbox.

Related topics

UltraTax CS Source Data Entry overview

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