Tax & Accounting Blog

How to Prevent Unnecessary Data Sharing Prompts in UltraTax CS

CS Tax & Asset Management Solutions March 14, 2014

UltraTax CS Quick TipThe 2013 version of UltraTax CS provides you with greater control over the data you share among your clients. You now have the option to prevent data sharing caused by capitalization, punctuation, and spacing differences within text fields. These options are located under Setup > Office Configuration > Data Sharing as seen below.

UltraTax CS Office Configuration

When you mark the Ignore capitalization differences in data share checkbox, UltraTax CS won’t prompt you to accept any changes within text fields that are caused by capitalization differences via the Data Sharing – Pending Updates dialog. When you mark the Ignore punctuation and spacing differences in data share  checkbox, UltraTax CS won’t prompt you to accept any changes in text fields that are due to punctuation or spacing differences. 

More Info?
Review these related articles on data sharing from our Help & How-To Center: