Import assets from Excel into a 706 return

Create Excel spreadsheet for 706 asset import

UltraTax CS has an Excel Import utility where you can import asset information into a 706 return from a Microsoft Excel spreadsheet. You'll need to use an Excel template we provide and follow some guidelines when entering data.
To get the Microsoft Excel template:
  1. Open your File Explorer and go to
    X:WinCSI\UTYY
     where X: is the location UltraTax CS is installed, and YY is the 2-digit year of UltraTax CS you're using for the import.
  2. Open the most recent
    706US.ext,YY,V,V#00000...
     folder, which should have the highest version number in the folder name. You can also use the Date Modified column to determine the most recent.
  3. Open the
    uYUSAsset.xls
     (where Y is the last digit of the year of the program) file.
  4. Save a copy of the template to a different location, and as a CSV file:
    1. Select
      Office
       then
      Save As
      .
    2. Browse to the location where you want to save the Excel spreadsheet.
    3. Select
      CSV (Comma delimited)(*.csv)
       from the
      Save as type
       field.
    4. Enter a new file name in the
      File name
       field.
    5. Select
      Save
      .
Once you've created a copy of the template as a CSV file to a different location on your computer, review the guidelines for entering data.

Related Content

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 706 Estate Tax
  • Subject: Import, Depreciation