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Import Spreadsheet - Step 1 of 2 dialog
Show all expandable content
Use this dialog to specify a spreadsheet containing data that you want to import into the current statement dialog. This dialog is also used to specify whether you want to create a new column mapping or select an existing mapping.
For important information on importing spreadsheet data into UltraTax CS statement dialogs, see the Importing Statement Data from Excel overview. The overview provides a general outline of the import process and links to specific procedures detailing each step.
To open this dialog, choose Statement then Import Spreadsheet from within any UltraTax CS statement dialog.
Fields & buttons
Windows Clipboard
Select this option if the data you are importing into the current statement dialog has been copied to the Windows clipboard from a application other than Microsoft Excel. If you are importing from Excel, select the Microsoft Excel Document option.
Microsoft Excel Document
Select this option if you are importing data from an Excel spreadsheet into the current statement dialog. If you are importing data from another application, copy that data to the Windows Clipboard and then select the
Windows Clipboard
option.File
Select the Browse button and navigate to the Excel file containing the data you want to import into the current statement dialog. The
File
field will then display the filename and location of the Excel spreadsheet that you specified.note
If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
Browse button
Select this button and navigate to the Excel file containing the data you want to import into the current statement dialog. The
File
field will then display the filename and location of the Excel spreadsheet that you specified.note
If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
FileCabinet CS
Selet this option if you are licensed for FileCabinet CS and want to import data from an Excel spreadsheet that is embedded in a FileCabinet CS document.
Select button
Select this button to select the desired Excel spreadsheet in FileCabinet CS.
Sheet
UltraTax CS automatically populates this drop-down list with the worksheets contained in the Excel spreadsheet that you specified in the
File
or FileCabinet CS
field. Choose the worksheet that contains the data you want to import into the UltraTax CS statement dialog from the Sheet
drop-down list.Create a new column mapping
Mapping columns establishes a link between the spreadsheet columns and the UltraTax CS statement dialog columns so that the data transfers to the appropriate location in the statement.
Select the
Create a new column mapping
option if you want to create a new column mapping for the data you are importing into the current statement dialog. If this is the first time you have imported data into UltraTax CS statement dialogs, you must choose this option and create your first mapping.Use a previously defined mapping
Mapping columns establishes a link between the spreadsheet columns and the UltraTax CS statement dialog columns so that the data transfers to the appropriate location in the statement.
Select the
Use a previously defined mapping
option if you want to use an existing column mapping. Select the desired column mapping from the drop-down list.note
You will also use the Import Spreadsheet - Step 2 of 2 and Data Verification dialogs to import spreadsheet data into UltraTax CS statement dialogs.
This article applies to:
- PRODUCT: UltraTax CS