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Data Sharing

Data sharing examples - Accounting CS or CSA

By using data sharing, Creative Solutions Accounting (CSA) will share general non-financial data with UltraTax CS, and will share most W-2, 1099R, 1099MISC, and 1099-INT financial data with UltraTax/1040.
To share data with Accounting CS, CSA, Practice CS, and UltraTax CS Source Data Entry, specify the UltraTax CS file location from within the integrated application. For example,
C:\WINCSI\UT13DATA
.
Sharing W-2 financial data
Employer A is a payroll client in Accounting CS or CSA. Taxpayer 1 is an employee of Employer A and an UltraTax/1040 client. The accounting data for Employer A includes a W-2 for Taxpayer 1.
When the W-2s are printed from the accounting application, the W-2 data becomes available to UltraTax/1040. When you open the UltraTax CS client, you'll be asked to add the new W-2 unit on the
Data Sharing - Pending Updates
 window.
After you select
Add Unit
, use the
Data Sharing Update
 window to review Taxpayer 1's pending W-2 financial data from Employer A's data in Accounting CS or CSA, and decide whether to accept updates. The updated data for the fields you accept will transfer to the fields in the
W-2
 screen in UltraTax/1040.
Sharing 1099R financial data
Taxpayer 2, who is an UltraTax/1040 client, receives a 1099R from CSA Client B.
When the 1099R's are printed from Accounting CS or CSA, the data will be available to UltraTax CS. When you open Taxpayer 2's return in UltraTax CS, you'll be asked to accept the new 1099R data on the
Data Sharing - Pending Updates
.
After selecting
Add Unit
, use the
Data Sharing Update
 to review Taxpayer 2's pending 1099R financial data from Client B's data in Accounting CS or CSA, and decide whether to accept the updates item-by-item. The updated data for the fields that you accept will transfer to the fields in the
1099R
 screen in UltraTax/1040.
Sharing general data
Employer C is an Accounting CS or CSA client. Taxpayer 3 receives a W-2 from Employer C.
When W-2's are printed from the accounting application, the W-2 data (including the addresses for employer and employee) are available to UltraTax CS. In UltraTax CS, select
File
, then
New Client
 to create Taxpayer 3's UltraTax CS data.
When you enter Taxpayer 3's TIN in the
Client Properties
, the general or non-financial data for Taxpayer 3 will transfer to the fields in the UltraTax CS client data.

This article applies to:

  • Product: UltraTax CS, Accounting CS
  • Return type: 1040 Individual
  • Subject: Data sharing

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