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This article applies to:

  • Product: UltraTax CS
  • Return type: 1065 Partnership
  • Subject: Export,Import,schedule-k1-subject

Export partner information to Microsoft Excel

With the
Excel Export
 utility, you can export partner information to a Microsoft Excel workbook. You'll need to export partner information before you can import the information to the
Partner Information
,
Allocations
, and
Changes of Ownership
 windows in
Partner Data Entry
.
  1. Open the UltraTax CS/1065 client that contains the partner data you want to export to Excel.
  2. Select
    Utilities
    , then
    1065 Excel Export
    .
  3. Enter the path for the Excel file location in the
    Save in
     field.
  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. Be sure to use unique file names if you export both partner and apportionment information for the same client.
    note
    If the Excel file is currently open in Excel, you'll be prompted to close the file before you export the data.
  5. Select
    Partner data
     in the
    Information
     section.
  6. Select
    Export
    . If the Excel workbook file already exists, you'll be prompted to confirm replacement of the file.

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