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Integrate with CS Professional Suite

Share W-2 data with UltraTax CS

Use Accounting CS to share W-2 information with UltraTax CS.
The initial setup and process of sharing W-2 data varies based on whether your firm has licenses for both applications with the same firm ID. To check the firm ID:
  1. In both applications, go to
    Help
    , then
    About
    .
  2. Check if the firm ID is the same for both applications.
Take these steps to set up Accounting CS and UltraTax CS for data sharing only if the firm ID is the same in both applications.

Initial setup

  • Check if you're on the latest version of Accounting CS and UltraTax CS.
  • Check if data sharing is enabled in UltraTax CS:
    1. Go to
      Setup
      , then select
      Office Configuration
      .
    2. Select
      Data Sharing
      tab.
  • Check if data sharing is enabled in Accounting CS:
    1. Go to
      Setup
      , then select
      Firm Information
      .
    2. Select
      Firm
      , then select the
      Preferences
       tab.
  • Check if you set up the data locations correctly in Accounting CS on each workstation where data sharing will be used.
    1. Go to
      Setup
      , then select
      File Locations
      .
    2. Check your data locations for both Accounting CS and UltraTax CS in the
      CS Professional Suite
       tab.
    3. Select
      OK
       to save any changes.
  • Check if you set up the data locations correctly in UltraTax CS on each workstation where data sharing will be used.
    1. Go to
      Setup
      , then select
      User Preferences
      .
    2. Select
      File Locations
       tab.
    3. Check your data locations for Accounting CS, Accounting CS client data (in CS Accounting Products), and UltraTax CS (in the current year UltraTax CS).
    4. Select
      OK
       to save any changes.

Create W-2 data sharing files

  • Follow the steps in Printing W-2 forms to begin the printing process. Make sure to select the Employee Copy of the W-2.
  • Once you've printed the Employee Copy of the W-2s, UltraTax CS will automatically import the data.

Troubleshooting data sharing

If you've completed the setup and processed the Employee Copy of the W-2, and you aren't prompted for data sharing of the W-2 information into the 1040 client in UltraTax CS, review the following items.
  • Ensure the SSN of the employee in Accounting CS matches the SSN of the 1040 client in UltraTax CS.
  • Ensure the EIN for the client matches between Accounting CS and UltraTax CS on the W-2 tab in the Income folder.
  • Ensure you set up the W-2 tab in the Income folder of UltraTax CS correctly for T (taxpayer) or S (spouse).
  • Ensure the client in UltraTax CS is not denied data sharing in
    Client Properties
    ,
    Advanced Properties
    .
  • W-2 data sharing only works for employees with valid Social Security numbers. W-2 data for employees with no Social Security number or with “Applied For” won’t be available for import into UltraTax CS.

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration