All source documents should be reviewed to ensure that the correct information is included in the tax return. Data that contains typographical errors in Social Security numbers cannot be shared. UltraTax Source Data Entry can alert the data entry person when a TIN has been entered that does not match any UltraTax CS clients. Data entered with a dependent's SSN cannot be transferred to the taxpayer's return in UltraTax CS where the dependent is claimed.

Notes

• If you used a general ledger application to prepare an entity's books and plan to import data from that general ledger application into the tax return in UltraTax CS, do not use Source Data Entry to enter data from the same source documents. Source documents produced by Accounting CS (such as Forms W-2, 1099-R or 1099-M) or in UltraTax CS (for example, Schedule K-1) are already available to import into the client's return via data sharing. For more information, see How does data imported from other sources affect amounts entered via Source Data Entry? in the Source Data Entry frequently asked questions.
• To facilitate more efficient data entry, the UltraTax CS Source Data Entry utility disables fields that are not required for return preparation, electronic filing, or Data Mining. Other source document fields may be disabled if there is no equivalent data-entry area in the federal UltraTax/1040 application. All source document data should be reviewed for accuracy.