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Integrate data with other applications

Export W-2 information to another application

You can use the W-2 export feature to create an XML file of employee W-2 information that can be imported into another application for client Form 1040 processing. Currently this feature supports import into UltraTax CS only. Unlike data sharing with UltraTax CS, the W-2 export enables you to export forms to other firm databases and to applications that aren't installed to the same environment as Accounting CS.
With the W-2 export feature, the files are transmitted based on the Firm ID and the employee social security number.
Specify the Firm ID
  1. Select
    Setup
    ,
    Firm Information
    ,
    Firm
    , then the
    Preferences
     tab.
  2. In the Export W-2s section, enter the Tax Firm ID for the application into which you want to export the information. Currently this is for UltraTax CS only.
Enable the W-2 export feature for a client
  1. Select
    Setup
    ,
    Clients
    , then the
    Integration
     tab.
  2. Select the client in the Client selection pane.
  3. In the Export W-2s section, mark the
    Send W-2s to UltraTax CS
     checkbox.
Export the employee W-2 information
When the employee copy of the W-2 is printed, the employee W-2 information is sent to our secure CS Connect servers where it can be downloaded to UltraTax CS.

This article applies to:

  • Product: Accounting CS
  • Subject: Integration
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