Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Integration

Troubleshoot data sharing

Data sharing allows you to automatically accept changes made to clients that share an EIN or SSN. If data sharing doesnt 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, select
    Utilities
     then
    W2 Form Processing
     or
    Utilities
     then
    1099 Form Processing
    .
  • In each client affected, select
    File
    ,
    Client Properties
    , then
    Advanced Properties
    . Verify that the
    Exempt this client from all Data Sharing functionality
     and the
    Deny others Data Sharing access to this client
     options are unmarked.
  • Select
    Help
     then
    Repair
    . Select the client from the list and under the group of buttons for the client, select
    Rebuild Data Sharing
    . Don't select
    Rebuild Data Sharing
     under All Clients. After rebuilding data sharing, print preview each client's return.
  • Select
    Setup
    ,
    Office Configuration
    , then the 
    Data Sharing
     tab and verify that
    Allow use of the data sharing feature
     is marked. If data sharing was turned off, wait until after business hours and select
    Help
     then
    Repair
     and select
    Rebuild Data Sharing
     under All clients.
  • Select
    Setup
    ,
    User Preferences
    , then the 
    Misc
     tab and verify that the
    Display the Data Sharing dialog when a client is opened
     option is marked.
  • Clear the local Windows temp directory.
  • Register program files. Select
    Start
     then
    Run
     and enter the following command depending on the applications you are data sharing:
    Practice CS
    regsvr32 X:\Program Files (X86)\Creative Solutions\Practice CS\20YY.2\Practice CS\wcis_p.dll (where YY represents the year of Practice CS)
    UltraTax CS
    regsvr32 X:\WINCSI\UTYY\wcis.dll (where YY represents the year of UltraTax CS)
    regsvr32 X:\WINCSI\UTYY\wcis_k.dll
    regsvr32 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.

This article applies to:

  • Product: Practice CS
  • Subject: Integration