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Use source data entry to export to UltraTax CS 

You can enter data from the client's source documents, such as W-2, by using form facsimiles in Source Data Entry. You can then export this data to UltraTax CS, where it's retrieved into the client's return.
  1. In the
    Source Data Entry
     window, select the tab for the source document category then the form icon.
  2. Enter information on the form facsimile as it appears on the original.
  3. If after entering a TIN you get a notice that no matching TIN is found in UltraTax CS, choose 1 of the following:
    • Continue Data Entry
      .
    • Discard
      .
  4. If after entering a TIN you get a notice about duplicate source documents, choose 1 of the following:
    • Open a previously entered form
      .
    • Continue with a new form
      .
  5. When you've finished entering data, choose 1 of the following:
    • Export to UltraTax CS
      .
    • Discard
      .
    • Postpone
       to save the data in Source Data Entry but not make it available to UltraTax CS yet.
  6. Repeat the previous steps for all source document information you want to enter into Source Data Entry.
  7. Open the client in UltraTax CS.
  8. Select
    Review
    .
  9. Choose whether to accept, retain existing, or postpone the import.
  10. If you accepted the import, review any imported statement amounts or enter alternative amounts, then select
    Done
    .
The data entered in UltraTax CS Source Data Entry and exported to UltraTax CS is included in the client's tax return, shown in blue.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Integration

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