Data Sharing tab

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Use the Data Sharing tab to enable the data sharing feature, as well as to enter TINs that are associated with multiple addresses. The data sharing feature will prompt you with all of the choices associated with the multiple address TIN the first time that TIN is entered. Once you make your choice, you will not be prompted again when you enter another client that has the same TIN with a different address, for example. If you do not enter multi-address TINs here, you will always be prompted with data that is more recent when you open a client.
To open this tab, choose Setup, Office Configuration, and select the Data Sharing tab.

Fields & buttons

Allow use of the data sharing feature checkbox
This checkbox is marked by default to enable the data sharing feature. Client data is shared automatically among clients with matching TINs.
note
  • If you clear this checkbox and then mark it again, you must rebuild the client data sharing files.
  • If you mark the "Require a password to display SSNs" checkbox on the Security tab in the Setup then Security dialog, the
    Allow use of the data sharing feature
    checkbox is cleared automatically.
EIN / SSN options
Select either the
EIN
or
SSN
option to specify the type of TIN for which you want to specify multiple valid addresses.
EIN / SSN field
Enter the EIN or SSN for which you want to specify multiple valid addresses.
Comment
If desired, use this field to enter a comment for current TIN.

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