Importing officer and contributor information from Excel (990)

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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.

Use the Excel Import utility to import officer and contributor data from a Microsoft Excel workbook to the UltraTax/990 Officer Data Entry or Contributor Data Entry dialogs.

Note: You must start by exporting the officer or contributor spreadsheet into Excel. UltraTax CS assumes the initial Excel workbook template was generated via the process of exporting the officer or contributor spreadsheet from UltraTax CS.

Importing procedure

  1. Save the Excel workbook before importing it into UltraTax/990 to ensure that all recent changes are imported.
  2. Open the UltraTax/990 return to receive the information you want to import from Excel.
  3. Choose Utilities > 990 Excel Import.
  4. In the Look in field at the top of the Import Excel Worksheet dialog, enter the path to the Excel file location.
  5. Enter the Excel file name in the File name field or select it from the dialog list.
  6. Select “Officer Data” or “Contributor Data” in the Information section.
  7. Click the Import button to begin the import process.

Note: If any errors occur during the import process, UltraTax CS generates an import error message. If UltraTax CS generates this error message, you will need to correct any errors in the Excel spreadsheet and re-import the data.

Related topic: Excel Import utility for officer and contributor information overview (990)

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