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Data Sharing Pending Updates dialog

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This is the first of two data sharing dialogs that walk you through the process of accepting shared data for the open client. For each pending change to shared data, this dialog lists the data category, the category description such as the client ID that has exported the shared data, the matching TIN in the current client, and the source of the shared data update. You can choose to add a new unit (if needed for the pending data) or to select the Review button and continue to the Data Sharing - Update dialog& where you can decide whether to accept, retain, or postpone the shared data.
To open this dialog, choose Utilities, Data Sharing, then Updates.
note
This dialog will also open automatically if you have marked the
Display the Data Sharing dialog when a client is opened
 checkbox in the Setup,  User Preferences, then Misc tab and you have pending data for this client.
note
Tips
  • Use the Data Sharing Relationships dialog to learn how data is shared among different clients whose returns contain the same TINs.
  • You can enter multiple valid addresses for a single TIN to prevent unnecessary data sharing prompts.
  • You can disable data sharing for a single client.
  • You can also disable data sharing for all clients.
  • To open this dialog when opening a client, mark the
    Display the Data Sharing dialog when a client is opened
     checkbox on the Setup, User Preferences, then Misc tab.

Fields & buttons

Category column
This column displays the unit that will receive the shared data if accepted. If the unit does not currently exist in the client's return, UltraTax CS displays "New unit" to the right of the category description.
Category description column
This column displays the name of the client containing the updated data. It also shows the matching TIN of the client that is the source of the data.
Source column
This column displays the source client of the data being shared.
Add Unit button
Select this button to add a new unit for the current line item's data.
Discard Unit button
Select this button to discard the unit for the current line item's data.
Postpone Unit button
Select this button to postpone the creation of a new unit for the current line item's data. The next time you access the Data Sharing - Pending Updates dialog, UltraTax CS will prompt you to add a new unit again.
Postpone All button
Select this button to postpone all of the categories listed. The next time you access the Data Sharing - Pending Updates dialog, UltraTax CS will prompt you to accept the data again.
note
UltraTax CS will prompt you to review each category of shared data whenever there is updated information pending. To complete the data sharing process, each category must be reviewed and accepted, postponed, or discarded.
Review button
Select this button to open the Data Sharing Category Update dialog, which you can use to view the items that will be shared within a specific category.

This article applies to:

  • PRODUCT: UltraTax CS,UltraTax CS

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