Importing apportionment information from Excel (1120)

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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.

The Excel Import utility enables you to quickly and efficiently import apportionment information from a Microsoft Excel workbook to the UltraTax/1120 Apportionment Information window.

Before apportionment information can be imported from Excel, you must begin with an Excel spreadsheet that was previously exported from UltraTax CS. For more information, see Exporting apportionment information to Excel. You can enter information into the Excel worksheet as described in Excel Export/Import Guidelines for apportionment information.

  1. Save the Excel workbook before importing the spreadsheet into UltraTax CS. This ensures that all recent changes will be imported.
  2. Open the UltraTax CS client for which you want to import apportionment data from Excel.
  3. Choose Utilities > 1120 Excel Import.
  4. In the Look in field, enter the path to the Excel file location.
  5. Enter the Excel file name in the File name field. The default file name is the same as the client ID.
  6. In the Information group box, click the Apportionment Data option.
  7. Click the Import button.

Note: If any errors occur during the import process, the Apportionment Import Error Messages dialog will list the errors encountered. After reviewing the error messages, click Done, correct the errors, and then re-import the file. Click the Print button in this dialog to print a list of errors that occurred.

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

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