Excel Import utility for officer and contributor information overview (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 access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

The Excel Export / Import utility enables you to quickly and efficiently export and import officer and contributor data to and from UltraTax/990 and a Microsoft Excel workbook.

With the Excel Export / Import utility, you can do the following.

  1. Export data from UltraTax CS to Excel.
  2. Modify and save the Excel workbook.
  3. Import data from the Excel workbook back into UltraTax/990 CS.

You can export / import the following officer information from an Excel workbook into UltraTax/990.

You can export / import the following contributor information from an Excel spreadsheet into UltraTax/990.

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