Microsoft Excel Export/Import utility for apportionment information
You can quickly and efficiently export and import apportionment information to and from UltraTax CS/1065 and a Microsoft Excel workbook.
When you export apportionment information from UltraTax CS/1065, the
Excel Export/Import utility
creates Excel worksheets for Property, Payroll, and Sales as follows:- Apport Info Property: This worksheet contains information to complete the property information in theApportionment Informationwindow.
- Apport Info Payroll: This worksheet contains information to complete the payroll information in theApportionment Informationwindow.
- Apport Info Sales: This worksheet contains information to complete the sales information in theApportionment Informationwindow.
The table shows the information in the UltraTax CS/1065 Apportionment Information Spreadsheet that exports to Excel and the Excel worksheet that contains the corresponding information for import into UltraTax CS/1065.
UltraTax CS/1065 Apportionment Information Spreadsheet tab | Microsoft Excel workbook worksheet |
|---|---|
Property | Apport Info Property |
Payroll | Apport Info Payroll |
Sales | Apport Info Sales |
note
- TheExcel Export/Import utilitydoesn't import or export information from the state tabs or statement windows in the Apportionment Information window.
- TheExcel Export/Import utilitydoesn't import year-end property amounts for depreciable property when you use detailed asset data entry to classify assets for apportionment.
- You can import information into statement windows from Excel or the Windows clipboard.
