Import and export apportionment information

Do the following to use the
Excel Export/Import
utility to export or import apportionment information to and from UltraTax CS.
  1. Export information from UltraTax CS/1065 to Excel
    . To import apportionment information from Excel, you'll need to first export the apportionment information from UltraTax CS/1065 into Excel to create the Excel workbook template.
  2. Modify and save the Excel workbook
    . After you generate the Excel workbook, you can modify the worksheets. To modify the worksheets, follow the guidelines in Excel Export/Import Utility guidelines for apportionment information. If you don't plan to import the Excel file back into UltraTax CS/1065, you can modify the file using Microsoft Excel guidelines.
  3. Import information from the Excel workbook into UltraTax CS/1065
    . After you create the Excel workbook and, if necessary, modify the information, you can import the information back into UltraTax CS/1065.
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