Excel export / import guidelines for shareholder information

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Consider the following guidelines when modifying the Microsoft Excel workbook data you want to import into UltraTax CS.

Column Entry
SSN/EIN xxx-xx-xxxx = Social Security Number
xx-xxxxxxx = Employer Identification Number
A = Applied For
D = Died
M = Amish

Note: If a nine-digit number is entered without dashes, the number will be formatted as a Social Security number when imported into UltraTax CS.

Email address Enter full email address
Phone number xxx-xxx-xxxx

Note: If a ten-digit number is entered without dashes, the number will be formatted as a telephone number when imported into UltraTax CS.

Tax matters person X

Note: Select only one shareholder as the tax matters person.

Final K1 X
Rounding shr X

Note: Select only one shareholder as the rounding shareholder.

1040 Client X
Officer X
Print shr letter in Spanish X
Exclude shr from 1120S p1 count X

Note: If you are not going to import the Excel file back into UltraTax CS, you can make modifications to the file in accordance with Microsoft's Excel guidelines.

Related topic: Excel Export / Import utility for shareholder information overview

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