Excel Export / Import utility guidelines for apportionment information (1065)

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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 you modify the Microsoft Excel workbook data you want to import into UltraTax/1065.

Note: If you do not plan to import the Excel file into UltraTax/1065, you can modify the file in accordance with Microsoft's Excel guidelines.

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