Data Sharing tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Use the Data Sharing tab to enable the data sharing feature, as well as to enter TINs that are associated with multiple addresses. The data sharing feature will prompt you with all of the choices associated with the multiple address TIN the first time that TIN is entered. Once you make your choice, you will not be prompted again when you enter another client that has the same TIN with a different address, for example. If you do not enter multi-address TINs here, you will always be prompted with data that is more recent when you open a client.

To open this tab, choose Setup > Office Configuration, and click the Data Sharing tab.

Fields & buttons

This checkbox is marked by default to enable the data sharing feature. Client data is shared automatically among clients with matching TINs.

Notes

  • If you clear this checkbox and then mark it again, you must rebuild the client data sharing files.
  • If you mark the "Require a password to display SSNs" checkbox on the Security tab in the Setup > Security dialog, the Allow use of the data sharing feature checkbox is cleared automatically.

Click either the EIN or SSN option to specify the type of TIN for which you want to specify multiple valid addresses.

Enter the EIN or SSN for which you want to specify multiple valid addresses.

If desired, use this field to enter a comment for current TIN.

Share This