Troubleshoot data sharing
Data sharing lets you accept changes made to clients that share an EIN or SSN automatically. If data sharing doesn't work, it may look like the following examples:
- Prompts to accept, decline, or postpone changes don't appear
- Certain amounts or fields aren't sharing or updating
If you experience any problems using data sharing, try the following steps.
- Verify SSNs and EINs for each client involved.
- In UltraTax CS, print preview each client's return. The print preview process creates the files necessary for data sharing.
- For sharing K-1 information, verify that the amount you want to share isn't listed in the UltraTax CS Federal K-1 Financial Data Not Shared document.
- For sharing financial information from Write-Up CS, print the W-2 and/or 1099-R. Print preview doesn't create the data-sharing files in Write-Up CS; therefore, selectUtilitiesthenW2 Form ProcessingorUtilitiesthen1099 Form Processing.noteThis process may take an extended period of time based upon the number of you have. It's recommended that you perform data sharing after business hours.
- In each client affected, selectFile,Client Properties, thenAdvanced Properties. Verify that theExempt this client from all Data Sharing functionalityand theDeny others Data Sharing access to this clientoptions are unmarked.
- SelectHelpthenRepair. Select the client from the list and under the group of buttons for the client, selectRebuild Data Sharing. Don't selectRebuild Data Sharingunder All Clients. After rebuilding data sharing, print preview each client's return.
- SelectSetup,Office Configuration, then theData Sharingtab and verify thatAllow use of the data sharing featureis marked. If data sharing was turned off, wait until after business hours and selectHelpthenRepairand selectRebuild Data Sharingunder All clients.noteFor UltraTax CS 2012 and earlier, theAllow use of the data sharing featurecheckbox is located underSetup,System Configuration, thenData Sharing.SelectSetup,User Preferences, then theMisctab and verify that theDisplay the Data Sharing dialog when a client is openedoption is marked.
- Clear the local Windows temp directory.
- Register program files. SelectStartthenRunand enter the following command depending on the applications you are data sharing:Practice CSregsvr32 X:\Program Files (X86)\Creative Solutions\Practice CS\20YY.2\Practice CS\wcis_p.dll (where YY represents the year of Practice CS)UltraTax CSregsvr32 X:\WINCSI\UTYY\wcis.dll (where YY represents the year of UltraTax CS)regsvr32 X:\WINCSI\UTYY\wcis_k.dllregsvr32 X:\WINCSI\UTYY\wcis_s.dll
- Make a change to the amount of income entered to recreate the K-1 data sharing files and then print preview the return. Change the income back to the correct amount and print preview again.
