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Export W-2 information to another application
important
Use these steps when the Accounting CS firm wants to send W-2s to a completely different firm ID.
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, with the W-2 export, you can export forms to other firm databases and to applications that aren't installed to the same environment as Accounting CS.
note
If your firm uses UltraTax CS, we recommend that you take advantage of the data sharing capabilities.
With the W-2 export feature, the files are transmitted based on the Firm ID and employee Social Security numbers. Do the following to export W-2 information to another application:
Specify the Firm ID
- SelectSetup,Firm Information,Firm, then thePreferencestab.
- In the Export W-2s section, enter the Tax Firm ID for the application you want to export the information to. Currently this is for UltraTax CS only.
Turn on the W-2 export feature for a client
- SelectSetup,Clients, then theIntegrationtab.
- Select the client.
- In the Export W-2s section, mark theSend W-2s to UltraTax CScheckbox.
note
This checkbox is available only when a valid tax firm ID has been entered in the
Preferences
tab of the Firm Information
screen.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.
note
If data sharing is enabled in the
Preferences
tab of the Firm
screen, the application won't share data with any client that has the Send W-2s to UltraTax CS
checkbox marked, and will export only the W-2 information via our secure CS Connect servers.This article applies to:
- Product: Accounting CS
- Subject: Integration