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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax
  • Subject: Data sharing

Stop the Data Sharing window showing when opening clients

By default, UltraTax CS opens the
Data Sharing - Pending Updates
 window whenever you open a client. You can change this.
  1. Select
    Setup
    , then
    User Preferences
    .
  2. On the
    Misc
     tab, clear the
    Display the data sharing dialog when a client is opened
     checkbox.
  3. Select
    OK
    .
The
Data Sharing — Pending Updates
 window won't show when you open a client. If you want to open it, select
Utilities
,
Data Sharing
, then
Updates
.

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