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This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

Export beneficiary information to Excel

The Excel Export utility enables you to quickly and efficiently export beneficiary information to a Microsoft Excel workbook. You are required to complete this step before you can enter or modify the information in the Excel workbook (following the required guidelines) and import the updated data back into the 
Beneficiary Information
 window.
  1. Open the client that contains the beneficiary information you want to export to Excel.
  2. Select
    Utilities
    , then
    1041 Excel Export
    .
  3. In the
    Save in
     field, enter a path for the Excel file location.
  4. Enter a file name for the Excel file in the
    File name
     field. The default file name is the same as the client ID.
  5. Select
    Export
    .
    note
    • If the Excel file with the name you specified in step 4 is currently open in Excel, you'll be prompted to close the file before you export the information.
    • If the Excel workbook file already exists, you'll be prompted to confirm the replacement of the file.

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