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Data Sharing

Transfer shared data to Statement windows

You can use the data sharing feature to share some statement window data, but you need to take some further steps to transfer the data.
  1. Select
    File
    , then
    Open
     and choose the client whose data you want to update.
  2. If the
    Data Sharing - Pending Updates
     window doesn't open, select
    Utilities
    ,
    Data Sharing
    , then
    Updates
     to open it.
  3. Select
    Add Unit
     or
    Review
     to view pending updates in the
    Data Sharing — Update
     window.
  4. Select
    Accept and import new source data
     to accept the new data for the items.
    If the accepted data includes information that belongs in a statement, UltraTax CS opens that statement window with the pending information shown in blue italic.
  5. Choose how to deal with the pending information:
    • To accept pending information, select
      Done
       in the statement window.
    • To
      postpone
       the pending data, select
      X
      .
  6. If you postpone, you can accept the date later:
    1. Go to the input screen that includes the statement.
    2. Select the red
      Statement
       button next to a pending shared amount.
    3. Select
      Accept
       next to the items you want to update, then
      OK
      .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Data sharing
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