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Import statement data from Excel

Select the spreadsheet for import into UltraTax CS

Once you have formatted the Excel spreadsheet appropriately, complete the following steps to begin importing the spreadsheet data into UltraTax CS.
  1. Open the UltraTax CS client and go to the statement window where you want to import data. Select
    Statement
     to open the statement window.
  2. In the statement window, select
    Statement
    , then
    Import Spreadsheet
    . The Import Spreadsheet - Step 1 of 2 window opens.
  3. In the Import Spreadsheet - Step 1 of 2 window, select either the
    Windows Clipboard
     option or the
    Microsoft Excel Document
     option to determine the source of the data. Select
    Windows Clipboard
     if the data is coming from a non-Excel file and you copied the data to the Windows Clipboard. Select
    Microsoft Excel File
     if the data you want to import is saved as an Excel file (usually with the file extension .XLS), then select either the
    File
     or
    FileCabinet CS
     option, depending on where the Excel document is stored.
  4. Depending on the location you selected for the Excel document, do one of the following:
    • If you selected the
      File
       option, select
      Browse
       and go to the location of the file. Select the file, then
      Open
       to return to the Import Spreadsheet - Step 1 of 2 window.
    • If you selected the
      FileCabinet CS
       option, select the
      Select
       button, then the Excel document to import. Only embedded Excel files will appear in the list.
  5. If the Excel file contains multiple worksheets, and the data you want to import is not on the 1st worksheet, select the worksheet from the
    Sheet
     dropdown list. Only sheets that contain data will appear in the dropdown list.
  6. Select the option in the Spreadsheet to statement column mapping group box to either create a new column mapping or use an existing mapping. Note that the
    Use a previously defined mapping
     option isn't available if this is your first time importing data into UltraTax CS statements. If selecting an existing mapping, note that you should only use mappings that relate to the current statement window.

This article applies to:

  • Product: UltraTax CS
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