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Importing and exporting

Import multi-state allocation information from Excel

The Excel Export/Import utility lets you export and import allocation information to and from UltraTax CS and a Microsoft Excel workbook.
note
The Excel Export/Import utility for allocation information is available only in the K1 and K1-T multi-state allocation windows.
With the Excel Export/Import utility, you can do the following:
  • Create an Excel workbook template by exporting data from UltraTax CS to Excel.
  • Change and save the Excel workbook.
  • Import data from the Excel workbook back into UltraTax CS.
You can export a multi-state allocation spreadsheet from 1 UltraTax CS client to an Excel workbook and subsequently import the information back into a different UltraTax CS client, or a different activity in the same client.
You can't export or import statement window detail. When you import allocation data from Excel, the total amounts are imported into the UltraTax CS multi-state allocation spreadsheet. You can then open the statement windows and update the statement detail.

Import multi-state allocation information from Excel

Use the Excel Import utility to import allocation information from a Microsoft Excel workbook to the UltraTax CS Multi-state Allocation window.
note
Begin with an Excel spreadsheet that contains information that was previously exported from UltraTax CS before you can import allocation information.

Guidelines

  • Always save any changes you make to the Excel workbook before importing the data into UltraTax CS. This ensures all recent changes will be imported into UltraTax CS.
  • When you import allocation information from the Excel workbook back into UltraTax CS, all data already entered in the UltraTax CS multi-state allocation spreadsheet is replaced with the information from the Excel workbook.
  • You can't insert or delete rows in the Excel spreadsheet. Don’t add or delete any column heading rows.
  • When you change data in the Excel spreadsheet, cells that should not be changed are protected. Rows and columns should not be added or deleted. If you need to unprotect the spreadsheet, the password is “password.”
note
If you unprotect the spreadsheet and then add rows or columns, you may not be able to successfully import the spreadsheet data back into the UltraTax CS multi-state allocation spreadsheet.

Procedure

  1. Save the Excel workbook before importing it into UltraTax CS to ensure that all recent changes are imported.
  2. Open the K1 or K1-T multi-state allocation window for the activity to which you want to import allocation data from Excel.
  3. Select the
    Excel Import
     button.
  4. Select
    Yes
     at the “Importing from an Excel spreadsheet will overwrite all amounts currently in the allocation spreadsheet. Do you want to proceed?” prompt.
  5. In the
    Look in
     field, enter the path to the Excel file location.
  6. Enter the Excel file name in the
    File name
     field or select it from the dropdown list.
    If the spreadsheet was exported as 1 spreadsheet for multiple activities, select the sheet name in the Sheet name dropdown list.
  7. Select the
    Import
     button.
    note
    If the color of the Statement window button is purple, then the amount imported from Excel doesn't equal the amount within the Statement window. Open the Statement window and update the details.
  8. Select
    OK
    .

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Import,Export

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