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If you are using the data sharing feature, use this dialog to update a client's non-financial, financial, or Form 8615 data with newer information. You can choose the shared items that UltraTax CS will update, view the source of the new information, and see what values will be overwritten using the updated information.
If you have data sharing enabled, UltraTax CS will share data between clients with matching TINs. If you are licensed for Accounting CS or Creative Solutions Accounting (CSA) and have data sharing enabled in the applicable application, those applications will share W-2, 1099-R, 1099-MISC, and 1099-INT data with UltraTax CS. Also, if you are licensed for Practice CS and have data sharing enabled in that application, Practice CS will share non-financial data with UltraTax CS. The UltraTax CS Source Data Entry and Bar Code Scan utilities also use data sharing to update information in UltraTax CS returns.
Note: To share data with Accounting CS, Creative Solutions Accounting (CSA), Practice CS, and UltraTax CS Source Data Entry, specify the correct UltraTax CS data location (for example C:\WINCSI\UT14DATA) from within the appropriate integrated application. For more information, see the help in Source Data Entry, Creative Solutions Accounting, or Practice CS.
To open this dialog, click the Review or Add Unit buttons on the Data Sharing Pending Updates dialog.
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
Accept and import new source data
Retain existing client data and discard source data
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