Import and export apportionment information

Do the following to use the
Excel Export/Import
utility to export or import apportionment information to and from UltraTax CS.
  1. Export information from UltraTax CS/1065 to Excel
    . To import apportionment information from Excel, you'll need to first export the apportionment information from UltraTax CS/1065 into Excel to create the Excel workbook template.
    attention
    Though not required, it's best to add the state, city, and other returns to the client prior to export.
  2. Modify and save the Excel workbook
    . After you generate the Excel workbook, you can modify the worksheets. To modify the worksheets, follow the guidelines in Excel Export/Import Utility guidelines for apportionment information. If you don't plan to import the Excel file back into UltraTax CS/1065, you can modify the file using Microsoft Excel guidelines.
  3. Import information from the Excel workbook into UltraTax CS/1065
    . After you create the Excel workbook and, if necessary, modify the information, you can import the information back into UltraTax CS/1065.

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