Data Sharing tab

Use the Data Sharing tab to enable the data sharing feature, as well as to enter TINs that are associated with multiple addresses. The data sharing feature will prompt you with all of the choices associated with the multiple address TIN the first time that TIN is entered. Once you make your choice, you will not be prompted again when you enter another client that has the same TIN with a different address, for example. If you do not enter multi-address TINs here, you will always be prompted with data that is more recent when you open a client.
To open this tab, choose Setup, Office Configuration, and select the Data Sharing tab.

Fields & buttons

This checkbox is marked by default to enable the data sharing feature. Client data is shared automatically among clients with matching TINs.
Select either the
EIN
or
SSN
option to specify the type of TIN for which you want to specify multiple valid addresses.
Enter the EIN or SSN for which you want to specify multiple valid addresses.
If desired, use this field to enter a comment for current TIN.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close