Export multi-state allocation information to Excel

Create an Excel workbook template by exporting data from UltraTax CS to Excel.
Change and save the Excel workbook.
Import data from the Excel workbook back into UltraTax CS.

Export multi-state allocation information to Excel

Guidelines

Always begin by exporting the multi-state allocation spreadsheet into Excel. UltraTax CS assumes the initial Excel workbook template was generated via the process of exporting the allocation spreadsheet from UltraTax CS.
When you export information from UltraTax CS to Excel, all data entered in the UltraTax CS multi-state allocation spreadsheet is exported to Excel. If the Excel workbook already exists, its data will be replaced with the data from the UltraTax CS multi-state allocation spreadsheet.
You can't insert or delete rows in the Excel spreadsheet. Don’t add or delete any column heading rows.
When you change data in the Excel spreadsheet, cells that should not be changed are protected. Rows and columns should not be added or deleted. If you need to unprotect the spreadsheet, the password is “password.”

Procedure

Open the UltraTax CS return that includes the information you want to export to Excel.
Attach all the state returns to the return.
Enter a state code in the
State
field.
Open the K1 or K1-T multi-state allocation window that you want to export and select the
Excel Export
button.
In the
Save
in field, enter the path to the Excel file location.
In the
File name
field, enter a file name for the Excel spreadsheet. The default file name is different depending on which spreadsheet option you choose.
Select a spreadsheet option.
One spreadsheet per activity
: This option is marked by default and will create an export to Sheet 1 of the spreadsheet named. If the spreadsheet already exists, it will be replaced by the new export. The default file name for this option is in the form
[client ID] - [tax year] - [activity description].xls
.
One spreadsheet for multiple activities
: Marking this option will export multiple K-1s to the same spreadsheet. Each activity will create its own worksheet within the spreadsheet. The sheet name defaults to the activity name. The default file name for this option is in the form
[client ID] - [tax year].xls
.
Mark the checkboxes to open the Excel spreadsheet after the export is completed and to enable shading on tab section titles, row descriptions, non-applicable amounts, and the federal column cells, as necessary.
Close an existing Excel spreadsheet prior to exporting, otherwise the export process will be canceled.
Select the
Export
button to begin the export process.
Select
OK
.