Data sharing isn't working between Practice CS and UltraTax CS
There are several things that could cause problems with data sharing. Refer to the following for troubleshooting steps.
Setup
Make sure data sharing is set up for both products. Go to their integration pages for detailed instructions.
Prior years of UltraTax CS
Data sharing only works for the previous year, the current year, and the next year of UltraTax CS. This is based on your computer's system date.
Proforma clients
You might not get prompted to Data Share demographic information from Practice CS if you've recently proforma'd clients from a previous year into UltraTax CS. This is because the client information you just proforma'd into UltraTax CS is now considered newer than what's in Practice CS.
Data sharing name fields
Data sharing a taxpayer's or business' name from Practice CS, UltraTax CS 1065, or UltraTax CS 1120 into UltraTax CS 1040 won't update if you've already entered the name into the 1040 client. The name fields will only update if the name field is empty. This prevents inadvertent name changes with prefix, suffix, and middle initial differences.
Workaround
- Open Practice CS and then selectSetup, followed bySystem Configuration.
- SelectFile Locations.
- Delete the text in thePractice CS data pathfield.
- SelectOK.
- SelectSetup, thenSystem Configuration.
- SelectFile Locations.
- Enter the text you just deleted in thePractice CS data path.
- SelectOK.
Practice CS will rebuild the files and its data will now be considered the most recent, which should prompt Data Sharing when you open a client in UltraTax CS.
