Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Import assets from Excel into a 706 return

Import assets from Excel to UltraTax CS/706

Before you can import assets into UltraTax CS/706, you'll need to create a copy of the Excel template and enter asset information. Once you've entered the information, save the Excel template and close it.
To import the assets into a 706 return in UltraTax CS from Excel:
  1. Open the return in UltraTax CS and go to the
    Asset
     screen.
  2. Select
    Edit
     then
    Import spreadsheet
    .
  3. Select
    Select
     to browse to the location of the spreadsheet file.
  4. Highlight the file you want to import then select
    Open
    .
  5. Select
    Yes
     when prompted to remove existing input screen data if you want to overwrite existing data. If you select
    No
    , the import process will be canceled.
  6. Select
    OK
     when prompted that the data was successfully imported.

This article applies to:

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

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close