Enter multiple valid addresses for a single Taxpayer Identification Number
Data sharing uses Taxpayer Identification Numbers (TINs) to differentiate clients and share data. TINs with multiple valid addresses can cause UltraTax to show you unnecessary data sharing prompts.
You can have UltraTax CS designate a TIN as having multiple valid addresses. Then, when you enter this TIN in an input screen, you can choose the valid address to avoid getting prompts about unnecessary updates.
- SelectSetup,Office Configuration, then theData Sharingtab.noteUltraTax CS shows all TINs previously designated as having multiple valid addresses.
- SelectAdd.
- Enter theEINorSSN.
- Enter any notes as aComment.
- SelectEnter.UltraTax adds the TIN to the list designated as having multiple valid addresses.
When you enter this TIN in an input screen, UltraTax CS will do either of the following:
- If there's only 1 valid address, it will share that address.
- If there's more than 1 valid address, it will ask you to choose an address.
