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Sync with Practice CS dialog

Use this dialog to select the UltraTax CS client data that you want to synchronize with Practice CS. If any changes have been made in Practice CS that have not been accepted into UltraTax CS via data sharing for the selected clients, UltraTax CS will automatically open the Data Sharing - Pending Updates dialog for each selected client.
To open this dialog, choose Utilities, Data Sharing, then Sync with Practice CS.

Fields & buttons

Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) whose data you want to synchronize with Practice CS, then select the Select button to move them to the Clients selected pane on the right.
Lists the client data you have selected to synchronize with Practice CS.
Select this button to synchronize the selected client data with Practice CS. During the sync process, UltraTax will automatically open the Data Sharing - Pending Updates dialog for each selected client whose Practice CS data is more recent than the data in UltraTax CS.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select this button to toggle between the most recent custom focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.

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