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Integrate with CS Professional Suite

Troubleshoot data sharing

Scenario

You may have the following problems when using data sharing.
  • Prompts to accept, decline, or postpone changes don't appear.
  • Certain amounts or fields are not sharing or updating.

Solution

Try any of the following steps to help you solve these problems.
  • Verify SSNs and EINs for each client involved.
  • In UltraTax CS, print preview each client's return.
  • For sharing financial information from Write-Up CS, print the W-2 and/or 1099-R. Print preview doesn't create data sharing files in Write-Up CS. You'll need to select
    Utilities
    , then
    W2 Form Processing
     or
    1099 Form Processing
    .
  • For each client affected, select
    File
    ,
    Client Properties
    , then
    Advanced Properties
    . Verify that the
    Exempt this client from all Data Sharing functionality
     and the
    Deny others Data Sharing access to this client
     checkboxes are cleared.
  • Select
    Help
    ,
    Repair
    , the client, then
    Rebuild Data Sharing
     for the client. After rebuilding data sharing, print preview each client's return.
  • Select
    Setup
    ,
    Office Configuration
    , the
    Data Sharing
     tab, and verify that the
    Allow use of the data sharing feature
     checkbox is marked. If data sharing was turned off, wait until after business hours and select
    Help
    ,
    Repair
    , then
    Rebuild Data Sharing
     from under All clients.
  • Select
    Setup
    ,
    User Preferences
    , and verify that the
    Display the Data Sharing dialog when a client is opened
     option is marked on the
    Misc
     tab.
  • Clear the local Windows temp directory.
  • Register program files. Select
    Start
    ,
    Run
    , then enter the following command depending on the applications you are data sharing.
    • Practice CS: 
      regsvr32 X:\Program Files (X86)\Creative Solutions\Practice CS\20YY.2\Practice CS\wcis_p.dll
    • UltraTax CS: 
      

regsvr32 X:\WINCSI\UTYY\wcis.dll

regsvr32 X:\WINCSI\UTYY\wcis_k.dll

regsvr32 X:\WINCSI\UTYY\wcis_s.dll
  • Change the income entered to recreate the K-1 data sharing files then print preview the return. Change the income back to the correct amount, then print preview again.

This article applies to:

  • Product: Accounting CS
  • Return type: 1040 Individual, 1120 Corporation

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