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This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

Import beneficiary information from Excel

The Excel Import utility enables you to quickly and efficiently import beneficiary information from a Microsoft Excel spreadsheet to the
Beneficiary Information
 window.
Before beneficiary information can be imported from Excel, you must begin with an Excel spreadsheet that was previously exported. You can enter information into the Excel spreadsheet as described in the Excel Export/Import guidelines for beneficiary information.
  1. Save the Excel spreadsheet before importing the spreadsheet to ensure all recent changes will be imported.
  2. Open the client for which you want to import beneficiary information from Excel.
  3. Select
    Utilities
    , then
    1041 Excel Import
    .
  4. In the
    Look in
     field, enter the path to the Excel file location.
  5. Enter the Excel file name in the
    File name
     field. The default file name is the same as the client ID.
  6. Select
    Import
    .
    note
    If any errors occur during the import process, the Beneficiary Data Import Error Messages window will list the errors encountered. After reviewing the error messages, select
    Done
    , correct the errors, and then re-import the file. Select
    Print
     in this window to print a list of the errors that happened.

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