Review fields updated by data sharing

UltraTax CS lists all fields in the client's return affected by shared data updates from other UltraTax CS clients. This list includes:
  • Source application and client.
  • Field and data category.
  • Date, time, and user ID associated with the shared data update.
You can view, print, and export this list.
  1. Open the client's return.
  2. Select
    Utilities
    ,
    Data Sharing
    , then
    Imported Fields Listing
    .
  3. Choose how to review the fields:
    • To go to the field in the client's return, select an updated field, then
      Go To Input Screen
      .
    • To print the report, use
      Preview
      and
      Print
      .
    • To save the report as a DIF file, select
      Export
      .
    • To export the report to the client's FileCabinet CS drawer, select
      To Cabinet
      .
  4. If you didn't go to the input screen, print the report, or export it, select
    Cancel
    to close the
    Imported Fields Listing
    window.
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