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Import assets from Excel into a 706 return
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This article applies to:

  • Product: UltraTax CS
  • Return type: 706 Estate Tax
  • Subject: Import,Depreciation

Import assets from Excel to UltraTax CS/706

Before you can import assets into UltraTax CS/706, you'll need to create a copy of the Excel template and enter asset information. Once you've entered the information, save the Excel template and close it.
To import the assets into a 706 return in UltraTax CS from Excel:
  1. Open the return in UltraTax CS and go to the
    Asset
     screen.
  2. Select
    Edit
     then
    Import spreadsheet
    .
  3. Select
    Select
     to browse to the location of the spreadsheet file.
  4. Highlight the file you want to import then select
    Open
    .
  5. Select
    Yes
     when prompted to remove existing input screen data if you want to overwrite existing data. If you select
    No
    , the import process will be canceled.
  6. Select
    OK
     when prompted that the data was successfully imported.
    note
    If any errors occur during the import process, UltraTax CS generates a warning that no data was imported. If UltraTax CS generates this error message, you'll need to correct any errors in the Excel spreadsheet and reimport the data.

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