Import contributor information from Excel

Follow these steps to import contributor information from a Microsoft Excel file.
  1. Export the contributor information from UltraTax CS into Excel.
    note
    This creates the spreadsheet that you'll enter the rest of your contributor information into. The import won't work with spreadsheets not created by exporting from UltraTax CS.
  2. Enter the contributor information in the Excel template created by UltraTax CS.
  3. Select
    Utilities
    , then
    990 Excel Import
    .
    note
    If this option isn't available, make sure to close the
    Contributor Information
    window.
  4. Select the Excel file.
  5. Mark
    Contributor Data
    .
  6. Select
    Import
    .

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