Changing a return after data has been shared between members of a controlled group
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Hide expandable textTo change a return after data has been shared between members of a controlled group, complete the following steps.
- Make the change to the applicable return.
- Print or preview the return that changed.
- Open each member's tax return. UltraTax CS will open the Data Sharing Updates dialog in which you can choose to accept the new financial data.
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