Import contributor information from Excel
Follow these steps to import contributor information from a Microsoft Excel file. Note that the import won't work with any spreadsheet; it needs to be created by exporting from UltraTax CS first.
- Export the contributor information from UltraTax CS into Excel by going to .This creates the spreadsheet that you'll enter the rest of your contributor information into. Existing contributors will be included in the spreadsheet.
- Enter the contributor information in the Excel template created by UltraTax CS.noteDon't remove the existing contributors from the spreadsheet. They won't be duplicated when you import.
- SelectUtilities, then990 Excel Import.If this option isn't available, make sure to close theContributor Informationwindow.
- Select the Excel file.
- MarkContributor Data.
- SelectImport.
