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Import and export partner information
Do the following to use the
Excel Export/Import
utility to export or import partner information to and from UltraTax CS.- Export information from UltraTax CS/1065 to Microsoft Excel. To import partner information from Excel, you'll need to first export the partner information from UltraTax CS into Excel to create the Excel workbook template.noteThough it isn't required, it's best to enter partner demographic information for at least 1 partner before the export.
- Modify and save the Excel workbook. After you generate the Excel workbook, you can modify the worksheets. To modify the worksheets, follow the Excel Export/Import utility guidelines for partner 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.
- Import information from the Excel workbook into UltraTax CS. After you create the Excel workbook and modify the information if necessary, you can import the information back into UltraTax CS/1065.