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This is the first of two data sharing dialogs that walk you through the process of accepting shared data for the open client. For each pending change to shared data, this dialog lists the data category, the category description such as the client ID that has exported the shared data, the matching TIN in the current client, and the source of the shared data update. You can choose to add a new unit (if needed for the pending data) or to click the Review button and continue to the Data Sharing - Update dialog where you can decide whether to accept, retain, or postpone the shared data.
To open this dialog, choose Utilities > Data Sharing > Updates.
Note: This dialog will also open automatically if you have marked the Display the Data Sharing dialog when a client is opened checkbox in the Setup > User Preferences > Misc tab and you have pending data for this client.
Tips
- For more information on the data sharing feature in UltraTax CS, read the Data sharing overview.
- Use the Data Sharing Relationships dialog to learn how data is shared among different clients whose returns contain the same TINs.
- You can enter multiple valid addresses for a single TIN to prevent unnecessary data sharing prompts.
- You can disable data sharing for a single client.
- You can also disable data sharing for all clients.
- To open this dialog when opening a client, mark the Display the Data Sharing dialog when a client is opened checkbox on the Setup > User Preferences > Misc tab.
Fields & buttons
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