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.- 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.attentionThough not required, it's best to add the state, city, and other returns to the client prior to export.
- 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.
- 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.
