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Imported Fields Listing dialog

Use this dialog to view information about the fields within the current client's return that were updated using shared data from another client. You can view this list on screen, print it on paper or to FileCabinet CS (if licensed), export it to a .DIF file, and access the updated fields directly from this dialog by selecting the Go To Input Screen button.
Open this dialog by choosing Utilities, Data Sharing, then Imported Fields Listing.

Fields & buttons

This list displays information about shared data updates that were accepted into the current client's return. These details include the source client's ID and taxpayer identification number; the data category and client name; the source input screen, field and the value accepted; and the user ID of the preparer, reviewer, or staff member who accepted the shared data updates along with the date and time they were accepted.
Select a shared data update in the list pane, and then select this button to move to the affected input screen field.
Select this button to view a print preview of the shared data updates report.
Select this button to print the shared data updates report.
Select this button to export the shared data updates report to a .DIF file.
Select this button to export the shared data updates report to FileCabinet CS (if licensed). This button is only available if you are licensed for FileCabinet CS and have it installed.

This article applies to:

  • Product: UltraTax CS
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