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This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation
  • Subject: Apportionment

Export apportionment information to Excel

Use the Excel Export tool to export apportionment information quickly and efficiently to a Microsoft Excel workbook. You'll need to complete these steps before you can enter or change the information in the Excel workbook (following the necessary guidelines) and import the updated data back into the UltraTax CS/1120 Apportionment Information window.
  1. Open the UltraTax CS client with the apportionment information you want to export to Excel.
  2. Attach all state and city returns to the client. Completing this step 1st lets you use automatic field shading, column footing, and row cross-foot formatting options.
  3. Select
    Utilities
    , then
    1120 Excel Export
    .
  4. Enter the path for the Excel file location in the
    Save in
     field.
  5. Enter a file name for the Excel file in the
    File name
     field. The default file name is the same as the client ID.
    important
    Make sure to use unique file names when you export both shareholder and apportionment information for the same client.
  6. Select
    Apportionment Data
     in the Information group box.
  7. Select
    Export
    .
    note
    • If the Excel file with the name you specified in step 5 is currently open in Excel, you'll receive a prompt to close the file before you export the information.
    • If the Excel workbook file already exists, you'll receive a prompt to confirm the replacement of the file.

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