Sharing Common Data

Data flows from the client profile to tax returns. If the Firm > Setting and defaults > Tax > Options > Allow the option to update the client profile when changes are made to a tax return box is selected, you also have the option to update the client profile when changes are made to a tax return.

Note: When the Firm > Setting and defaults > Setup Defaults > Automatically change sort name when client name changes box is selected, updating the client name in the tax return changes the sort name in the client profile to the new client name. In this event, if you prefer a unique sort name, you must change it in the client profile.

The data that is shared between client profiles and tax returns varies according to the client type.

Common Data for Individual Client

Type of Data	Client Profile Tab / Field	Return Type for Individual Client
		Individual	Estate	Gift	Employee Benefit Plan
First Name - Taxpayer	General / First	X	X	X
Middle Initial - Taxpayer**	General / Middle	X	X	X
Last Name - Taxpayer	General / Last	X	X	X
Suffix - Taxpayer**	General / Suffix	X	X	X
First Name - Spouse	General / Spouse first	X	X**	X**
Middle Initial - Spouse**	General / Spouse initial	X	X	X
Last Name - Spouse	General / Spouse last	X	X**	X**
Suffix - Spouse**	General / Spouse suffix	X	X	X
SSN - Taxpayer	General / Tax identification numbers	X	X	X
SSN - Spouse	General / Tax identification numbers	X		X
Date of Birth - Taxpayer	Administrative / Client birth date	X
Date Deceased - Taxpayer*	Administrative / Client deceased date	X	X	X
Occupation - Taxpayer	Administrative / Client occupation	X
Date of Birth - Spouse	Administrative / Spouse birth date	X
Date Deceased - Spouse*	Administrative / Spouse deceased date	X		X
Occupation - Spouse	Administrative / Spouse occupation	X
Street (Home)	Address/Phone / Address lines 1-3	X	X	X	X
Apartment Number (Home)	Address/Phone / Apartment/Suite	X
City (Home)	Address/Phone / City/Suburb	X	X	X	X
State (Home)	Address/Phone / State/Province	X	X	X	X
Foreign Province (Home)*	Address/Phone / State/Province	X	X**	X**	X
ZIP Code (Home)	Address/Phone / Zip/Postal code	X	X	X	X
Foreign Postal Code (Home)*	Address/Phone / Zip/Postal code	X			X
Foreign Country	Address/Phone / Country/Region	X	X	X	X
Home Phone - Taxpayer	Address/Phone / Phone	X
Business Phone - Taxpayer	Address/Phone / Phone	X
Mobile Phone - Taxpayer*	Address/Phone / Phone	X
Fax - Taxpayer*	Address/Phone / Phone	X
Home Phone - Spouse*	Address/Phone / Phone	X
Business Phone - Spouse*	Address/Phone / Phone	X
Mobile Phone - Spouse*	Address/Phone / Phone	X
Fax - Spouse*	Address/Phone / Phone	X
Home Email Address - Taxpayer	Address/Phone / Email	X	X	X
Business Email Address - Taxpayer	Address/Phone / Email
Home Email Address - Spouse*	Address/Phone / Email	X

* Applies to tax years 2012 and higher. **Applies to tax years 2013 and higher.

Common Data for Partnership Client

Type of Data	Client Profile Tab / Field	Return Type for Partnership Client
		Partnership	Employee Benefit Plan
Business Name Line 1	General / Name line 1	X	X
Business Name Line 2	General / Name line 2	X	X
Employer ID (EIN)	General / Tax identification numbers	X	X
Date Began	Administrative / Business start date	X
Principal Business	Administrative / Principal business activity	X
Principal Product	Administrative / Principal product or service	X
Business Activity Code	Administrative / Business code	X
Street (Business)	Address/Phone / Address lines 1-3	X	X
City (Business)	Address/Phone / City/Suburb	X	X
State (Business)	Address/Phone / State/Province	X	X
Foreign Province (Business)*	Address/Phone /State Province	X**	X
Zip Code (Business)	Address/Phone / Zip/Postal code	X	X
Foreign Postal Code (Business)**	Address/Phone / Zip/Postal code	X	X
Foreign Country (Business)*	Address/Phone / Country/Region	X	X
Phone (Business)	Address/Phone / Phone	X	X
Email Address (Business)	Address/Phone / Email	X	X

* Applies to tax years 2012 and higher. ** Applies to tax years 2013 and higher.

Common Data for Corporate Client

Type of Data	Client Profile Tab / Field	Return Type for Corporate Client
		Corporation	S Corporation	Exempt Organization	Employee Benefit Plan
Business Name Line 1	General / Name line 1	X	X	X	X
Business Name Line 2	General / Name line 2	X	X	X	X
Employer ID (EIN)	General / Tax identification numbers	X	X	X	X
Date Incorporated	Administrative / Date incorporated	X	X
State Incorporated	Administrative / State Incorporated	X	X
Principal Business	Administrative / Principal business activity	X	X
Principal Product	Administrative / Principal product or service	X	X
Business Activity Code	Administrative / Business code	X	X
Street (Business)	Address/Phone / Address lines 1-3	X	X	X	X
City (Business)	Address/Phone / City/Suburb	X	X	X	X
State (Business)	Address/Phone / State/Province	X	X	X	X
Foreign Province (Business)*	Address/Phone / State/Province	X**	X**	X	X
ZIP Code (Business)	Address/Phone / Zip/Postal code	X	X	X	X
Foreign Postal Code (Business)*	Address/Phone / Zip/Postal code	X**		X
Foreign Country (Business)*	Address/Phone / Country/Region	X	X	X	X
Phone (Business)	Address/Phone / Phone	X	X	X	X
Email Address (Business)	Address/Phone / Email	X	X	X	X

* Applies to tax years 2012 and higher. **Applies to tax years 2013 and higher.

Common Data for Fiduciary Client

Type of Data	Client Profile Tab / Field	Return Type for Fiduciary Client
		Fiduciary	Exempt Organization	Estate & Gift
Trust Name Line 1	General / Name line 1	X	X
Trust Name Line 2	General / Name line 2	X	X
Federal EIN	General / Tax identification numbers	X	X
Date Trust Created	Administrative / Date entity created	X
Type of Trust	Administrative / Tax type	X
Fiduciary Name	Administrative / Fiduciary name	X		X
Fiduciary Title	Administrative / Fiduciary title	X		X
Street (Business)	Address/Phone / Address lines 1-3	X	X	X
City (Business)	Address/Phone / City/Suburb	X	X	X
State (Business)	Address/Phone / State/Province	X	X	X
Foreign Province (Business)*	Address/Phone / State/Province	X**	X	X**
ZIP Code (Business)	Address/Phone / Zip/Postal code	X	X	X
Foreign Postal Code (Business)*	Address/Phone / Zip/Postal code	X**	X
Phone (Business)	Address/Phone / Phone	X	X
Email Address (Business)	Address/Phone / Email	X	X	X

* Applies to tax years 2012 and higher. **Applies to tax years 2013 and higher.

Common Data for Non Profit Client

Type of Data	Client Profile Tab / Field	Return Type for Non Profit Client
		Exempt Organization
Organization Name Line 1	General / Name line 1	X
Organization Name Line 2	General / Name line 2	X
Federal EIN	General / Tax identification numbers	X
Street (Business)	Address/Phone / Address lines 1-3	X
City (Business)	Address/Phone / City/Suburb	X
State (Business)	Address/Phone / State/Province	X
Foreign Province (Business)*	Address/Phone / State/Province	X
Zip Code (Business)	Address/Phone / Zip/Postal code	X
Foreign Postal Code (Business)*	Address/Phone / Zip/Postal code	X
Foreign Country (Business)*	Address/Phone / Country/Region	X
Phone (Business)	Address/Phone / Phone	X
Email Address (Business)	Address/Phone / Email	X

* Applies to tax years 2012 and higher

Common Data for Employee Plan Client

Type of Data	Client Profile Tab / Field	Return Type for Employee Plan Client
		Employee Benefit Plan
Sponsor/Employer Name Line 1	General / Name line 1	X
Sponsor/Employer Name Line 2	General / Name line 1	X
Federal EIN	General / Tax identification numbers	X
Street (Business)	Address/Phone / Address lines 1-3	X
City (Business)	Address/Phone / City/Suburb	X
State (Business)	Address/Phone / State/Province	X
Zip Code (Business)	Address/Phone / Zip/Postal code	X
Foreign Postal Code (Business)**	Address/Phone / Zip/Postal code	X
Foreign Country (Business)*	Address/Phone / Country/Region	X
Phone (Business)	Address/Phone / Phone	X
Email Address (Business)	Address/Phone / Email	X

* Applies to tax years 2012 and higher. **Applies to tax years 2013 and higher.