Use data sharing to share the bank name

You can use UltraTax CS data share feature to share the name of the financial institution entered in 1 return with other returns when you complete bank details.
  1. From the input view, open the
    General
    folder and go to the
    Bank
    screen.
  2. Enter the routing transit number.
  3. Enter the name of the financial institution.
  4. Select
    File
    , then
    Preview
    .
  5. Close the client, then open another client that will use the routing number.
  6. Go to the
    Bank
    screen and select the routing transit number.
If these steps fail to data share the bank name, try the following troubleshooting steps:
  1. Go to
    Setup
    ,
    Office Configuration
    , then the
    Data Sharing
    tab and check whether the
    Allow use of the data sharing feature
    checkbox is marked.
  2. Verify that you've entered the routing transit number in the 1st client.
  3. Verify that you've entered the name of the financial institution in the 1st client.
  4. Select
    File
    , then
    Preview
    in the 1st client to make the information available to data share.
  5. Rebuild data by going to
    Help
    ,
    Repair
    , then
    Clients
    . This may take time.
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