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Export/Import

Export multi-state allocation to Excel

Use the Excel Export utility to export allocation information to a Microsoft Excel workbook.
Exporting guidelines
  • Always begin by exporting the multi-state allocation spreadsheet into Excel.
  • When you export information to Excel, all data entered in the multi-state allocation spreadsheet is exported to Excel. If the Excel workbook already exists, its data will be replaced with the data from the 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.”
Exporting procedure
  1. Open the return that contains the information you want to export to Excel.
  2. Attach all applicable state returns to the return.
  3. Open the K1 or K1-T multi-state allocation window that you want to export and select the
    Excel Export
     button.
  4. In the
    Save in
     field at the top of the
    Export Excel
     window, enter the path to the Excel file location.
  5. 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.
  6. Select the proper spreadsheet options.
    • 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.
  7. 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.
  8. Select
    Export
     to begin the export process.
  9. Select
    OK
     in the export successful prompt.
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