Share W-2 data with UltraTax CS

Initial setup

Check if you're on the latest version of Accounting CS and UltraTax CS.
Check if data sharing is enabled in UltraTax CS:
Go to
Setup
, then select
Office Configuration
.
Select
Data Sharing
tab.
Check if data sharing is enabled in Accounting CS:
Go to
Setup
, then select
Firm Information
.
Select
Firm
, then select the
Preferences
tab.
note
If you enabled data sharing in Accounting CS after you printed the W-2 Employee Copy, you'll need to re-print the W-2s to share data into UltraTax CS.
If data sharing is enabled in the
Preferences
tab of the
Firm
screen, the application won't share data with any client that has the
Send W-2s to UltraTax CS
checkbox marked, and will export only the W-2 information via our secure CS Connect servers.
Check if you set up the data locations correctly in Accounting CS on each workstation where data sharing will be used.
Go to
Setup
, then select
File Locations
.
Check your data locations for both Accounting CS and UltraTax CS in the
CS Professional Suite
tab.
Select
OK
to save any changes.
Check if you set up the data locations correctly in UltraTax CS on each workstation where data sharing will be used.
Go to
Setup
, then select
User Preferences
.
Select
File Locations
tab.
Check your data locations for Accounting CS, Accounting CS client data (in CS Accounting Products), and UltraTax CS (in the current year UltraTax CS).
Select
OK
to save any changes.

Create W-2 data sharing files

Follow the steps in Printing W-2 forms to begin the printing process. Make sure to select the Employee Copy of the W-2.
Once you've printed the Employee Copy of the W-2s, UltraTax CS will automatically import the data.

Troubleshooting data sharing

Ensure the SSN of the employee in Accounting CS matches the SSN of the 1040 client in UltraTax CS.
Ensure the EIN for the client matches between Accounting CS and UltraTax CS on the W-2 tab in the Income folder.
Ensure you set up the W-2 tab in the Income folder of UltraTax CS correctly for T (taxpayer) or S (spouse).
Ensure the client in UltraTax CS is not denied data sharing in
Client Properties
,
Advanced Properties
.
W-2 data sharing only works for employees with valid Social Security numbers. W-2 data for employees with no Social Security number or with “Applied For” won’t be available for import into UltraTax CS.