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Data Sharing Relationships dialog

If you are using the data sharing feature, use this dialog to learn how data is being shared among different clients' data and to view current data values in various categories. You can use the TIN (Taxpayer Identification Number) list at the top of this dialog to view all TINs contained in the current client's data and see the category of data (such as Taxpayer or W-2) and the name associated with each TIN in the list. The Other Clients with TIN tab contains information about each of your clients whose data contains the TIN selected in the list above, and the Current Client Data from Category tab contains information about the current values in the category selected in the TIN list.
To open this dialog, choose Utilities, Data Sharing, then Relationships.

Fields & buttons

This field displays the UltraTax CS client ID assigned to the open client.
This field displays the fiscal year-end for the open client.
This list contains information on each Taxpayer Identification Number (TIN) contained within the open client data. This information includes the TIN itself as well as the data category and name associated with each TIN.
This tab lists all other clients whose data contains the TIN highlighted in the TIN list above. If you are licensed for Accounting CS, Creative Solutions Accounting and/or Practice CS and have them installed, this list includes client data from these applications, as well as Source Data Entry, Bar Code Scan, and UltraTax CS client data.
The information contained in this list includes the selected TIN, the name(s) of the application(s) containing the data with the selected TIN, the ID and name of the client(s) whose data contains the selected TIN, and the fiscal year-end of the client.
This tab lists the existing values for each field contained in the category highlighted in the TIN list above. For example, if the selected TIN is contained in the Taxpayer category for a 1040 client (associated with the Taxpayer Information section of the 1040 Screen), the tab lists the current values of fields such as
First Name
,
Street Address
,
Occupation
, and
Date of Birth
.

This article applies to:

  • Product: UltraTax CS, UltraTax CS
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