Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Data Sharing

Turn off data sharing for all UltraTax CS clients

You can use the data sharing in UltraTax CS to share general information (such as names and addresses) and K1 financial data across UltraTax CS federal modules.
By default, UltraTax CS turns on data sharing for all clients. You can take the following steps to turn it off. You can also prevent an individual client's data from being shared.
note
If you've masked client SSNs by going to
Setup
,
Security
, and then marking the
Require a password to display SSNs
 checkbox on the
Security
 tab, the data sharing feature is turned off for all UltraTax CS clients.
  1. Select
    Setup
    ,
    Office Configuration
    , and select the
    Data Sharing
     tab.
  2. Clear the
    Allow use of the data sharing feature
     checkbox.
  3. Select
    OK
     to close the
    Office Configuration
     window.
    note
    • To turn on data sharing, repeat these steps but this time mark the
      Allow use of the Data Sharing feature
       checkbox.
    • If you turn on data sharing after turning it off, you'll need to rebuild the files. Select
      Help
      ,
      Repair
      , then
      Rebuild Data Sharing
      . You'll need to do this when no-one is using the application. The process can take some time.

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

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close