Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Source data entry

Set up Source Data Entry

Source Data Entry (SDE) lets you enter data from client's source documents, such as W-2, and then export it to the client's return in UltraTax CS. The process uses the Data Sharing functionality, and most of the setup, including data locations, is done for you when you install UltraTax CS. The following will help you confirm you have the right setup. There are also some user preferences you can set.
  1. In UltraTax CS, go to
    Setup
    , then
    User Preferences
    .
  2. On the
    File Locations
     tab, take note of the paths for your
    UltraTax CS client data
     and
    UltraTax CS Source Data Entry
    .
  3. Launch Source Data Entry. You can do this from the desktop icon or within UltraTax CS by selecting
    Utilities
    , then
    UltraTax CS Source Data Entry
    .
  4. In Source Data Entry, go to
    Setup
    , then
    System Configuration
    .
  5. Make sure the data location paths match what you have in UltraTax CS.
  6. Here, you can modify or add and delete additional data locations.
  7. Select
    OK
    .
  8. In SDE, go to
    Setup
    , then
    User Preferences
    .
  9. Here you can select different data locations you may have set up in the previous steps, as well as various other options like:
    1. Using mixed or uppercase.
    2. Whether to automatically calculate FICA and Medicare wages
    3. Wanting UltraTax CS to check and alert you when no match is found for a TIN you enter.
    4. Wanting UltraTax CS to check and alert you when there's a duplicate TIN and issuer EIN for a specific form.
    5. Wanting SDE to enter the same TIN on consecutive forms during data entry.
    6. Highlighting fields with extracted OCR data when using FileCabinet.
    7. Displaying custom fieldview drop-downs.

This article applies to:

  • Product: UltraTax CS
  • Sub Product: Source Data Entry
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close